+102.1%
USB vs MRNA
+232.4%
-130.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.0% | +6.6% | -0.3% |
| 7D | +1.2% | -4.2% | +5.4% | +1.3% |
| 30D | +6.3% | +7.0% | -0.7% | +6.1% |
| 3M | -6.1% | +263.4% | -269.5% | -9.4% |
| 6M | +13.0% | +334.3% | -321.3% | +6.1% |
| YTD | +16.6% | +684.5% | -667.9% | +0.6% |
| 1Y | +31.1% | +766.2% | -735.0% | +11.3% |
| All | +102.1% | +232.4% | -130.4% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling