+91.5%
USB vs MRNA
+225.7%
-134.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -0.6% |
| 7D | 0.0% | +14.6% | -14.6% | -0.2% |
| 30D | +5.8% | +29.4% | -23.5% | +5.3% |
| 3M | -6.0% | +371.9% | -377.9% | -11.0% |
| 6M | +7.8% | +421.0% | -413.2% | -0.1% |
| YTD | +14.6% | +762.0% | -747.4% | -1.3% |
| 1Y | +31.8% | +944.8% | -913.0% | +10.3% |
| 3Y | +91.5% | +252.7% | -161.2% | +50.0% |
| All | +91.5% | +225.7% | -134.2% | +50.0% |
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 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