+987.9%
MRNA vs URI
+33.3%
+954.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.4% | +17.5% | +13.2% |
| 7D | +20.6% | -4.3% | +25.0% | +20.8% |
| 30D | +27.1% | +4.6% | +22.5% | +26.6% |
| 3M | +353.4% | -2.1% | +355.5% | +355.6% |
| 6M | +446.3% | +21.9% | +424.3% | +430.7% |
| YTD | +776.2% | +39.7% | +736.5% | +673.7% |
| 1Y | +987.9% | +32.9% | +955.1% | +947.7% |
| All | +987.9% | +33.3% | +954.6% | +947.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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