+499.5%
MRNA vs ULTA
+6.6%
+492.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -3.0% |
| 7D | +5.5% | +9.0% | -3.5% | +0.2% |
| 30D | +158.7% | +4.6% | +154.2% | +151.0% |
| 3M | +182.1% | +22.0% | +160.2% | +162.5% |
| 6M | +151.8% | -14.7% | +166.5% | +171.5% |
| YTD | +393.6% | -6.8% | +400.3% | +402.6% |
| 1Y | +499.5% | +6.5% | +492.9% | +461.9% |
| All | +499.5% | +6.6% | +492.8% | +461.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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