+674.0%
MRNA vs WEC
+82.9%
+591.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -1.1% | -0.6% | -0.5% | -1.0% |
| 30D | +126.1% | -2.6% | +128.7% | +126.2% |
| 3M | +190.0% | -6.0% | +196.1% | +192.1% |
| 6M | +157.2% | -5.4% | +162.6% | +158.1% |
| YTD | +388.2% | +2.5% | +385.7% | +381.5% |
| 1Y | +467.0% | -0.7% | +467.8% | +462.4% |
| 3Y | +36.1% | +38.7% | -2.6% | +22.7% |
| 5Y | -68.0% | +31.7% | -99.6% | -70.8% |
| All | +674.0% | +82.9% | +591.1% | +474.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling