+41.2%
USB vs MRNA
-64.5%
+105.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +2.0% | -0.2% |
| 7D | +1.4% | +5.5% | -4.0% | +1.3% |
| 30D | -1.3% | +158.7% | -160.0% | -7.4% |
| 3M | +15.2% | +182.1% | -166.9% | +6.6% |
| 6M | +18.8% | +151.8% | -133.0% | +10.8% |
| YTD | +21.0% | +393.6% | -372.5% | +4.4% |
| 1Y | +34.0% | +499.5% | -465.4% | +12.4% |
| 3Y | +95.3% | +29.3% | +66.0% | +83.9% |
| All | +41.2% | -64.5% | +105.6% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling