+33.0%
USB vs MRNA
+986.9%
-953.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.8% | -3.3% | +2.6% |
| 7D | +0.8% | +21.8% | -21.1% | +0.9% |
| 30D | +6.8% | +19.6% | -12.8% | +7.0% |
| 3M | -3.8% | +354.6% | -358.4% | -1.9% |
| 6M | +11.7% | +394.9% | -383.2% | +12.9% |
| YTD | +17.5% | +812.2% | -794.7% | +12.5% |
| All | +33.0% | +986.9% | -953.8% | +25.0% |
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