+499.5%
MRNA vs UL
-8.6%
+508.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.2% | -2.2% |
| 7D | +5.5% | -1.3% | +6.8% | +6.3% |
| 30D | +158.7% | +0.5% | +158.3% | +155.1% |
| 3M | +182.1% | +17.6% | +164.5% | +176.5% |
| 6M | +151.8% | -5.4% | +157.2% | +153.7% |
| YTD | +393.6% | +0.7% | +392.9% | +395.3% |
| 1Y | +499.5% | -9.3% | +508.7% | +555.2% |
| All | +499.5% | -8.6% | +508.1% | +555.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling