+30.4%
MRNA vs WM
+44.2%
-13.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.6% |
| 7D | -9.0% | -0.9% | -8.1% | -9.0% |
| 30D | +137.2% | -4.3% | +141.5% | +136.7% |
| 3M | +194.8% | +0.8% | +194.1% | +194.0% |
| 6M | +167.2% | -10.8% | +177.9% | +167.5% |
| YTD | +375.9% | -0.1% | +375.9% | +373.5% |
| 1Y | +465.2% | +1.0% | +464.1% | +459.3% |
| 3Y | +30.4% | +45.1% | -14.7% | +44.3% |
| All | +30.4% | +44.2% | -13.8% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling