+29.0%
UPS vs MRNA
+511.3%
-482.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.1% | -1.1% |
| 7D | -2.9% | +5.5% | -8.4% | -2.9% |
| 30D | -3.5% | +158.7% | -162.2% | -5.3% |
| 3M | -5.7% | +182.1% | -187.8% | -8.5% |
| 6M | -4.4% | +151.8% | -156.2% | -6.8% |
| YTD | +8.0% | +393.6% | -385.5% | +2.1% |
| 1Y | +29.0% | +499.5% | -470.4% | +18.9% |
| All | +29.0% | +511.3% | -482.3% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling