+2,981.5%
MUU vs MRNA
+511.3%
+2,470.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.2% | +13.8% | +11.7% |
| 7D | +17.4% | +5.5% | +11.9% | +16.9% |
| 30D | +24.0% | +158.7% | -134.8% | +4.7% |
| 3M | -23.9% | +182.1% | -206.0% | -41.7% |
| 6M | +284.4% | +151.8% | +132.6% | +210.5% |
| YTD | +583.7% | +393.6% | +190.2% | +276.9% |
| 1Y | +2,981.5% | +499.5% | +2,482.0% | +1,427.4% |
| All | +2,981.5% | +511.3% | +2,470.2% | +1,427.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling