+1,808.4%
UMC vs MRNA
+554.4%
+1,254.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.8% |
| 3M | +11.4% | +190.0% | -178.6% | -0.6% |
| 6M | +137.5% | +157.2% | -19.7% | +114.0% |
| YTD | +193.1% | +388.2% | -195.1% | +147.3% |
| 1Y | +240.3% | +467.0% | -226.7% | +181.6% |
| 3Y | +262.2% | +36.1% | +226.1% | +231.4% |
| 5Y | +143.1% | -68.0% | +211.1% | +137.5% |
| All | +1,808.4% | +554.4% | +1,254.0% | +1,567.1% |
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