-70.3%
MRNA vs URI
+215.5%
-285.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.9% |
| 7D | -10.1% | +5.0% | -15.1% | -11.7% |
| 30D | +126.7% | -9.4% | +136.1% | +134.9% |
| 3M | +184.1% | -5.8% | +189.9% | +187.2% |
| 6M | +143.3% | +25.8% | +117.5% | +115.4% |
| YTD | +359.9% | +27.9% | +332.0% | +299.1% |
| 1Y | +454.2% | +9.7% | +444.5% | +415.9% |
| 3Y | +26.0% | +128.0% | -102.0% | -15.5% |
| 5Y | -70.3% | +212.4% | -282.7% | -85.1% |
| All | -70.3% | +215.5% | -285.8% | -85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling