-0.5%
UNH vs MRNA
-67.9%
+67.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.4% | -7.7% | -2.5% |
| 7D | -4.5% | -1.1% | -3.5% | -4.5% |
| 30D | -6.5% | +126.1% | -132.7% | -8.9% |
| 3M | -6.0% | +190.0% | -196.0% | -9.7% |
| 6M | +33.7% | +157.2% | -123.6% | +28.8% |
| YTD | +16.4% | +388.2% | -371.8% | +9.1% |
| 1Y | +10.1% | +467.0% | -457.0% | +2.4% |
| 3Y | -16.3% | +36.1% | -52.4% | -20.2% |
| All | -0.5% | -67.9% | +67.4% | -3.5% |
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