+794.9%
MRNA vs WM
+21.5%
+773.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.5% |
| 7D | -12.1% | +3.2% | -15.3% | -11.3% |
| 30D | -1.3% | +13.0% | -14.3% | +0.9% |
| 3M | +250.9% | +9.2% | +241.7% | +257.1% |
| 6M | +343.0% | +13.6% | +329.4% | +351.0% |
| YTD | +657.4% | +12.4% | +645.0% | +676.3% |
| 1Y | +794.9% | +21.2% | +773.7% | +830.0% |
| All | +794.9% | +21.5% | +773.4% | +830.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling