+1,100.9%
MRNA vs UAL
+18.5%
+1,082.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -3.3% |
| 7D | -12.1% | -3.0% | -9.1% | -11.9% |
| 30D | -1.3% | +10.5% | -11.8% | -1.9% |
| 3M | +250.9% | -13.5% | +264.4% | +254.8% |
| 6M | +343.0% | +14.2% | +328.8% | +338.4% |
| YTD | +657.4% | -2.2% | +659.7% | +655.1% |
| 1Y | +794.9% | +12.5% | +782.4% | +784.4% |
| 3Y | +218.1% | +186.8% | +31.3% | +205.7% |
| 5Y | -3.4% | +119.4% | -122.7% | -8.8% |
| All | +1,100.9% | +18.5% | +1,082.4% | +1,172.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling