+78.9%
UBER vs MRNA
-67.9%
+146.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -1.6% |
| 7D | -5.4% | -1.1% | -4.3% | -5.3% |
| 30D | -4.9% | +126.1% | -131.0% | -16.7% |
| 3M | +3.0% | +190.0% | -187.0% | -14.0% |
| 6M | -4.4% | +157.2% | -161.6% | -19.1% |
| YTD | -12.3% | +388.2% | -400.5% | -34.0% |
| 1Y | -24.3% | +467.0% | -491.3% | -45.1% |
| 3Y | +46.4% | +36.1% | +10.4% | +29.0% |
| All | +78.9% | -67.9% | +146.7% | +57.2% |
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 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