-70.3%
MRNA vs WM
+51.0%
-121.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.3% |
| 7D | -10.1% | -1.2% | -8.9% | -9.9% |
| 30D | +126.7% | -4.5% | +131.2% | +128.5% |
| 3M | +184.1% | -2.2% | +186.3% | +184.0% |
| 6M | +143.3% | -11.5% | +154.8% | +148.1% |
| YTD | +359.9% | -0.7% | +360.5% | +356.0% |
| 1Y | +454.2% | +0.3% | +453.8% | +447.1% |
| 3Y | +26.0% | +44.2% | -18.2% | +8.5% |
| 5Y | -70.3% | +51.6% | -121.9% | -76.7% |
| All | -70.3% | +51.0% | -121.3% | -76.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling