+28.2%
MRNA vs URI
+125.2%
-97.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.8% |
| 7D | -10.1% | +5.0% | -15.1% | -11.7% |
| 30D | +126.7% | -9.4% | +136.1% | +134.6% |
| 3M | +184.1% | -5.8% | +189.9% | +187.2% |
| 6M | +143.3% | +25.8% | +117.5% | +115.6% |
| YTD | +359.9% | +27.9% | +332.0% | +297.6% |
| 1Y | +454.2% | +9.7% | +444.5% | +418.1% |
| All | +28.2% | +125.2% | -97.0% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling