+682.5%
MRNA vs URI
+888.8%
-206.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.5% |
| 7D | +5.5% | -2.0% | +7.5% | +5.7% |
| 30D | +158.7% | -12.9% | +171.7% | +165.0% |
| 3M | +182.1% | -6.7% | +188.9% | +184.3% |
| 6M | +151.8% | +19.0% | +132.8% | +141.3% |
| YTD | +393.6% | +25.5% | +368.0% | +366.3% |
| 1Y | +499.5% | +5.5% | +493.9% | +485.5% |
| 3Y | +29.3% | +111.3% | -82.0% | +14.1% |
| 5Y | -65.1% | +198.6% | -263.6% | -70.8% |
| All | +682.5% | +888.8% | -206.3% | +513.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling