+654.5%
MRNA vs WEC
+85.9%
+568.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.6% | -3.7% |
| 7D | -9.0% | +0.8% | -9.8% | -9.1% |
| 30D | +137.2% | +0.3% | +136.8% | +136.0% |
| 3M | +194.8% | -2.9% | +197.7% | +195.1% |
| 6M | +167.2% | -5.9% | +173.1% | +168.8% |
| YTD | +375.9% | +4.1% | +371.7% | +368.3% |
| 1Y | +465.2% | +3.1% | +462.0% | +456.4% |
| 3Y | +30.4% | +40.8% | -10.4% | +17.3% |
| 5Y | -66.8% | +31.7% | -98.5% | -69.7% |
| All | +654.5% | +85.9% | +568.6% | +458.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling