+144.1%
UMC vs MRNA
-67.9%
+212.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.4% | -3.0% | +2.1% |
| 7D | +9.0% | -1.1% | +10.1% | +9.0% |
| 30D | +17.2% | +126.1% | -108.9% | +8.2% |
| 3M | +11.4% | +190.0% | -178.6% | -1.5% |
| 6M | +137.5% | +157.2% | -19.7% | +112.9% |
| YTD | +193.1% | +388.2% | -195.1% | +139.5% |
| 1Y | +240.3% | +467.0% | -226.7% | +170.3% |
| 3Y | +262.2% | +36.1% | +226.1% | +235.3% |
| All | +144.1% | -67.9% | +212.0% | +154.6% |
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