+63.9%
UNH vs MRNA
+521.0%
-457.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -1.2% |
| 7D | -3.2% | -8.2% | +5.1% | -3.1% |
| 30D | -3.5% | +125.6% | -129.0% | -5.1% |
| 3M | -4.2% | +197.1% | -201.2% | -6.5% |
| 6M | +38.3% | +148.5% | -110.2% | +35.3% |
| YTD | +19.2% | +363.3% | -344.1% | +15.3% |
| 1Y | +15.0% | +462.0% | -447.0% | +10.8% |
| 3Y | -14.5% | +26.9% | -41.4% | -17.0% |
| 5Y | +4.6% | -69.6% | +74.2% | +1.0% |
| All | +63.9% | +521.0% | -457.1% | +60.2% |
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