-65.7%
MRNA vs GWW
+222.0%
-287.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.1% |
| 7D | -1.1% | -3.4% | +2.3% | +0.2% |
| 30D | +126.1% | -1.9% | +128.0% | +127.2% |
| 3M | +190.0% | -2.4% | +192.4% | +190.4% |
| 6M | +157.2% | +15.7% | +141.5% | +138.9% |
| YTD | +388.2% | +27.6% | +360.6% | +333.4% |
| 1Y | +467.0% | +27.2% | +439.8% | +404.2% |
| 3Y | +36.1% | +89.7% | -53.6% | +4.4% |
| All | -65.7% | +222.0% | -287.7% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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