+454.2%
MRNA vs WM
+0.5%
+453.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.3% |
| 7D | -10.1% | -1.2% | -8.9% | -10.0% |
| 30D | +126.7% | -4.5% | +131.2% | +126.7% |
| 3M | +184.1% | -2.2% | +186.3% | +182.4% |
| 6M | +143.3% | -11.5% | +154.8% | +149.9% |
| YTD | +359.9% | -0.7% | +360.5% | +346.6% |
| 1Y | +454.2% | +0.3% | +453.8% | +417.4% |
| All | +454.2% | +0.5% | +453.7% | +417.4% |
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