+674.0%
MRNA vs UUUU
+298.5%
+375.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -5.0% | +10.4% | +6.3% |
| 7D | -1.1% | -10.5% | +9.4% | +0.8% |
| 30D | +126.1% | -10.5% | +136.6% | +132.4% |
| 3M | +190.0% | -14.1% | +204.2% | +199.2% |
| 6M | +157.2% | -35.5% | +192.7% | +173.8% |
| YTD | +388.2% | -10.9% | +399.1% | +389.5% |
| 1Y | +467.0% | +3.4% | +463.7% | +447.4% |
| 3Y | +36.1% | +73.1% | -37.1% | +14.8% |
| 5Y | -68.0% | +87.1% | -155.1% | -74.6% |
| All | +674.0% | +298.5% | +375.6% | +474.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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