+62.9%
USB vs MRNA
+1,122.7%
-1,059.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.8% | -3.3% | +2.4% |
| 7D | +0.8% | +21.8% | -21.1% | +0.3% |
| 30D | +6.8% | +19.6% | -12.8% | +6.3% |
| 3M | -3.8% | +354.6% | -358.4% | -8.7% |
| 6M | +11.7% | +394.9% | -383.2% | +5.2% |
| YTD | +17.5% | +812.2% | -794.7% | +6.8% |
| 1Y | +33.8% | +996.2% | -962.4% | +20.4% |
| 3Y | +104.2% | +287.0% | -182.8% | +89.8% |
| 5Y | +26.4% | +13.6% | +12.8% | +18.8% |
| All | +62.9% | +1,122.7% | -1,059.8% | +46.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling