+28.2%
MRNA vs UAL
+125.0%
-96.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -3.1% |
| 7D | -10.1% | -1.1% | -8.9% | -9.8% |
| 30D | +126.7% | -13.4% | +140.2% | +135.5% |
| 3M | +184.1% | -2.3% | +186.4% | +183.9% |
| 6M | +143.3% | +13.3% | +130.0% | +130.2% |
| YTD | +359.9% | -4.2% | +364.1% | +353.4% |
| 1Y | +454.2% | +1.4% | +452.8% | +434.5% |
| All | +28.2% | +125.0% | -96.9% | -11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling