+499.5%
MRNA vs WAT
+41.4%
+458.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.2% |
| 7D | +5.5% | -1.3% | +6.8% | +6.5% |
| 30D | +158.7% | +2.3% | +156.4% | +160.8% |
| 3M | +182.1% | +8.7% | +173.4% | +176.7% |
| 6M | +151.8% | +28.3% | +123.5% | +129.1% |
| YTD | +393.6% | +7.8% | +385.8% | +386.7% |
| 1Y | +499.5% | +36.6% | +462.9% | +382.1% |
| All | +499.5% | +41.4% | +458.0% | +382.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling