+74.5%
UBER vs MRNA
+493.0%
-418.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.3% | +2.0% |
| 7D | -4.5% | -8.2% | +3.8% | -4.0% |
| 30D | -7.6% | +125.6% | -133.2% | -16.5% |
| 3M | +5.8% | +197.1% | -191.3% | -7.2% |
| 6M | +0.3% | +148.5% | -148.2% | -10.8% |
| YTD | -11.2% | +363.3% | -374.5% | -25.6% |
| 1Y | -23.0% | +462.0% | -485.0% | -36.9% |
| 3Y | +53.6% | +26.9% | +26.7% | +38.5% |
| 5Y | +81.9% | -69.6% | +151.5% | +65.9% |
| All | +74.5% | +493.0% | -418.4% | +51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling