+504.3%
MUU vs MRNA
+945.0%
-440.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +13.1% | -27.1% | -14.8% |
| 7D | -35.9% | +20.6% | -56.5% | -36.7% |
| 30D | -47.1% | +27.1% | -74.3% | -47.9% |
| 3M | -29.8% | +353.4% | -383.2% | -41.8% |
| 6M | +16.0% | +446.3% | -430.2% | -19.4% |
| YTD | +286.1% | +776.2% | -490.1% | +87.3% |
| 1Y | +504.3% | +987.9% | -483.6% | +152.6% |
| All | +504.3% | +945.0% | -440.7% | +152.6% |
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