+1,384.0%
MU vs MRNA
+27.0%
+1,357.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.4% | +6.1% | +3.0% |
| 7D | +7.5% | -10.1% | +17.6% | +8.2% |
| 30D | +19.4% | +126.7% | -107.4% | +4.3% |
| 3M | +9.8% | +184.1% | -174.3% | -11.3% |
| 6M | +164.1% | +143.3% | +20.9% | +121.3% |
| YTD | +260.3% | +359.9% | -99.5% | +154.5% |
| 1Y | +661.2% | +454.2% | +207.0% | +409.1% |
| All | +1,384.0% | +27.0% | +1,357.0% | +1,088.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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