+674.0%
MRNA vs WPM
+927.6%
-253.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +4.5% |
| 7D | -1.1% | -0.6% | -0.5% | -0.9% |
| 30D | +126.1% | +14.4% | +111.7% | +117.8% |
| 3M | +190.0% | +37.0% | +153.0% | +166.5% |
| 6M | +157.2% | +4.1% | +153.1% | +151.7% |
| YTD | +388.2% | +31.7% | +356.5% | +352.8% |
| 1Y | +467.0% | +44.2% | +422.9% | +414.5% |
| 3Y | +36.1% | +265.5% | -229.4% | -1.1% |
| 5Y | -68.0% | +262.5% | -330.5% | -77.2% |
| All | +674.0% | +927.6% | -253.6% | +360.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling