+32.4%
USB vs MRNA
+896.8%
-864.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | -0.5% | -3.8% | +3.2% | -0.6% |
| 30D | +5.7% | +16.4% | -10.6% | +5.9% |
| 3M | -4.7% | +310.6% | -315.3% | -2.8% |
| 6M | +13.4% | +370.3% | -356.9% | +14.2% |
| YTD | +17.0% | +743.3% | -726.3% | +11.6% |
| 1Y | +32.4% | +841.7% | -809.3% | +24.1% |
| All | +32.4% | +896.8% | -864.4% | +24.1% |
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