+499.5%
MRNA vs UPST
-56.5%
+556.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.4% |
| 7D | +5.5% | -3.5% | +9.0% | +7.1% |
| 30D | +158.7% | -7.1% | +165.9% | +172.3% |
| 3M | +182.1% | -13.1% | +195.2% | +201.3% |
| 6M | +151.8% | -1.1% | +152.9% | +158.4% |
| YTD | +393.6% | -35.9% | +429.4% | +462.7% |
| 1Y | +499.5% | -57.4% | +556.9% | +595.0% |
| All | +499.5% | -56.5% | +556.0% | +595.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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