+987.9%
MRNA vs UPST
-48.7%
+1,036.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +9.4% | +3.7% | +7.4% |
| 7D | +20.6% | -3.1% | +23.8% | +22.6% |
| 30D | +27.1% | -4.0% | +31.1% | +29.7% |
| 3M | +353.4% | -22.9% | +376.3% | +433.2% |
| 6M | +446.3% | -27.1% | +473.4% | +548.9% |
| YTD | +776.2% | -46.5% | +822.7% | +1,053.7% |
| 1Y | +987.9% | -49.4% | +1,037.4% | +1,344.1% |
| All | +987.9% | -48.7% | +1,036.6% | +1,344.1% |
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