+1,100.9%
MRNA vs URI
+1,003.0%
+97.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.2% | -3.2% |
| 7D | -12.1% | +6.7% | -18.8% | -13.1% |
| 30D | -1.3% | +8.9% | -10.2% | -2.9% |
| 3M | +250.9% | +0.5% | +250.4% | +249.6% |
| 6M | +343.0% | +20.7% | +322.4% | +325.4% |
| YTD | +657.4% | +40.0% | +617.4% | +600.2% |
| 1Y | +794.9% | +34.4% | +760.5% | +734.0% |
| 3Y | +218.1% | +149.5% | +68.7% | +173.3% |
| 5Y | -3.4% | +205.6% | -209.0% | -21.2% |
| All | +1,100.9% | +1,003.0% | +97.9% | +821.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling