+467.0%
MRNA vs WAT
+38.4%
+428.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.7% | +3.7% |
| 7D | -1.1% | -0.3% | -0.8% | -0.8% |
| 30D | +126.1% | -1.9% | +128.0% | +132.6% |
| 3M | +190.0% | +13.5% | +176.5% | +179.4% |
| 6M | +157.2% | +37.2% | +120.0% | +127.0% |
| YTD | +388.2% | +7.5% | +380.7% | +383.0% |
| 1Y | +467.0% | +35.0% | +432.0% | +363.6% |
| All | +467.0% | +38.4% | +428.7% | +363.6% |
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