+634.5%
MRNA vs URI
+868.5%
-233.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.6% | +1.4% |
| 7D | -8.2% | -0.5% | -7.7% | -8.2% |
| 30D | +125.6% | -13.4% | +138.9% | +131.1% |
| 3M | +197.1% | -6.2% | +203.3% | +198.8% |
| 6M | +148.5% | +28.0% | +120.5% | +134.7% |
| YTD | +363.3% | +23.0% | +340.3% | +339.1% |
| 1Y | +462.0% | +5.5% | +456.5% | +448.6% |
| 3Y | +26.9% | +119.2% | -92.3% | +11.7% |
| 5Y | -69.6% | +201.0% | -270.6% | -74.5% |
| All | +634.5% | +868.5% | -233.9% | +477.7% |
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 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