+29.1%
MRNA vs WEC
+39.2%
-10.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.5% |
| 7D | -8.2% | -1.3% | -7.0% | -8.6% |
| 30D | +125.6% | -0.4% | +125.9% | +122.6% |
| 3M | +197.1% | -6.8% | +203.9% | +193.7% |
| 6M | +148.5% | -6.4% | +154.9% | +145.7% |
| YTD | +363.3% | +2.5% | +360.8% | +356.4% |
| 1Y | +462.0% | -0.4% | +462.4% | +453.9% |
| All | +29.1% | +39.2% | -10.1% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling