+654.5%
MRNA vs WAT
+108.6%
+545.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -2.8% |
| 7D | -9.0% | -0.7% | -8.3% | -8.7% |
| 30D | +137.2% | -1.0% | +138.1% | +141.6% |
| 3M | +194.8% | +10.9% | +183.9% | +186.1% |
| 6M | +167.2% | +33.2% | +134.0% | +138.9% |
| YTD | +375.9% | +6.1% | +369.8% | +365.6% |
| 1Y | +465.2% | +30.2% | +434.9% | +407.2% |
| 3Y | +30.4% | +52.9% | -22.5% | +8.5% |
| 5Y | -66.8% | -5.1% | -61.7% | -68.8% |
| All | +654.5% | +108.6% | +545.9% | +486.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling