+58.9%
USB vs MRNA
+1,055.4%
-996.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -0.6% |
| 7D | 0.0% | +14.6% | -14.6% | -0.3% |
| 30D | +5.8% | +29.4% | -23.5% | +5.2% |
| 3M | -6.0% | +371.9% | -377.9% | -11.1% |
| 6M | +7.8% | +421.0% | -413.2% | +1.0% |
| YTD | +14.6% | +762.0% | -747.4% | +4.3% |
| 1Y | +31.8% | +944.8% | -913.0% | +18.7% |
| 3Y | +91.5% | +252.7% | -161.2% | +78.3% |
| 5Y | +22.0% | +7.3% | +14.8% | +14.8% |
| All | +58.9% | +1,055.4% | -996.5% | +42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling