+31.8%
USB vs MRNA
+907.1%
-875.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -0.5% |
| 7D | 0.0% | +14.6% | -14.6% | +0.1% |
| 30D | +5.8% | +29.4% | -23.5% | +6.1% |
| 3M | -6.0% | +371.9% | -377.9% | -4.7% |
| 6M | +7.8% | +421.0% | -413.2% | +8.0% |
| YTD | +14.6% | +762.0% | -747.4% | +9.7% |
| 1Y | +31.8% | +944.8% | -913.0% | +23.6% |
| All | +31.8% | +907.1% | -875.3% | +23.6% |
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