+1,346.2%
MRNA vs WM
+190.3%
+1,155.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.1% | +5.7% | +5.8% |
| 7D | +21.8% | -0.5% | +22.3% | +21.9% |
| 30D | +19.6% | +13.3% | +6.3% | +16.6% |
| 3M | +354.6% | +4.4% | +350.2% | +349.9% |
| 6M | +394.9% | +10.8% | +384.1% | +382.4% |
| YTD | +812.2% | +9.1% | +803.1% | +788.9% |
| 1Y | +996.2% | +19.1% | +977.0% | +947.5% |
| 3Y | +287.0% | +45.7% | +241.3% | +248.3% |
| 5Y | +13.6% | +60.4% | -46.9% | -0.9% |
| All | +1,346.2% | +190.3% | +1,155.9% | +761.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling