+462.0%
MRNA vs UPST
-62.6%
+524.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +2.3% |
| 7D | -8.2% | -12.0% | +3.8% | -2.0% |
| 30D | +125.6% | -16.0% | +141.6% | +150.7% |
| 3M | +197.1% | -17.2% | +214.2% | +231.5% |
| 6M | +148.5% | -10.9% | +159.4% | +169.7% |
| YTD | +363.3% | -42.6% | +405.9% | +461.2% |
| 1Y | +462.0% | -59.8% | +521.8% | +583.6% |
| All | +462.0% | -62.6% | +524.6% | +583.6% |
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