+36.1%
MRNA vs WCN
+18.4%
+17.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.3% |
| 7D | -1.1% | -3.1% | +2.0% | 0.0% |
| 30D | +126.1% | -3.4% | +129.5% | +129.6% |
| 3M | +190.0% | +3.0% | +187.1% | +191.7% |
| 6M | +157.2% | -3.8% | +161.0% | +161.7% |
| YTD | +388.2% | -8.3% | +396.5% | +400.2% |
| 1Y | +467.0% | -9.7% | +476.8% | +481.7% |
| 3Y | +36.1% | +17.2% | +18.9% | +32.8% |
| All | +36.1% | +18.4% | +17.7% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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