+137.4%
UMC vs MRNA
+147.4%
-10.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.5% |
| 7D | +11.4% | -8.2% | +19.6% | +11.4% |
| 30D | +16.8% | +125.6% | -108.8% | +17.2% |
| 3M | +19.1% | +197.1% | -178.0% | +9.5% |
| 6M | +137.4% | +148.5% | -11.1% | +141.9% |
| All | +137.4% | +147.4% | -10.0% | +141.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling