+2,396.1%
MUU vs MRNA
+146.5%
+2,249.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.4% | -6.5% | -1.7% |
| 7D | -8.2% | -1.1% | -7.1% | -8.2% |
| 30D | +10.2% | +126.1% | -116.0% | -10.7% |
| 3M | -26.5% | +190.0% | -216.5% | -51.5% |
| 6M | +227.2% | +157.2% | +70.0% | +134.6% |
| YTD | +527.4% | +388.2% | +139.2% | +207.2% |
| 1Y | +1,843.7% | +467.0% | +1,376.6% | +764.5% |
| All | +2,396.1% | +146.5% | +2,249.6% | +1,033.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling