+0.1%
MRNA vs UAL
+116.7%
-116.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.0% | -1.0% | -5.3% |
| 7D | -4.2% | +0.7% | -4.9% | -4.3% |
| 30D | +7.0% | +7.8% | -0.8% | +5.1% |
| 3M | +263.4% | -11.1% | +274.4% | +275.3% |
| 6M | +334.3% | +16.1% | +318.2% | +314.4% |
| YTD | +684.5% | -0.5% | +685.0% | +670.9% |
| 1Y | +766.2% | +11.3% | +754.9% | +724.9% |
| 3Y | +230.3% | +192.8% | +37.4% | +129.7% |
| 5Y | +0.1% | +123.3% | -123.2% | -38.9% |
| All | +0.1% | +116.7% | -116.6% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling