+36.1%
MRNA vs WCC
+130.1%
-94.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.7% | +1.6% | +3.9% |
| 7D | -1.1% | +1.5% | -2.6% | -1.7% |
| 30D | +126.1% | -2.1% | +128.2% | +127.4% |
| 3M | +190.0% | +3.8% | +186.2% | +180.4% |
| 6M | +157.2% | +35.0% | +122.3% | +116.8% |
| YTD | +388.2% | +46.4% | +341.8% | +291.5% |
| 1Y | +467.0% | +63.0% | +404.1% | +331.9% |
| 3Y | +36.1% | +133.9% | -97.9% | -19.7% |
| All | +36.1% | +130.1% | -94.0% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling