+1,143.8%
MRNA vs WM
+199.5%
+944.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.6% | -8.6% | -7.2% |
| 7D | -4.2% | +1.2% | -5.4% | -4.4% |
| 30D | +7.0% | +15.2% | -8.3% | +4.1% |
| 3M | +263.4% | +8.3% | +255.0% | +257.4% |
| 6M | +334.3% | +13.1% | +321.2% | +322.0% |
| YTD | +684.5% | +12.5% | +672.0% | +660.6% |
| 1Y | +766.2% | +21.8% | +744.4% | +725.0% |
| 3Y | +230.3% | +48.8% | +181.5% | +196.5% |
| 5Y | +0.1% | +62.1% | -62.0% | -12.7% |
| All | +1,143.8% | +199.5% | +944.3% | +637.1% |
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