-65.7%
MRNA vs WPM
+263.6%
-329.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +4.1% |
| 7D | -1.1% | -0.6% | -0.5% | -0.8% |
| 30D | +126.1% | +14.4% | +111.7% | +114.1% |
| 3M | +190.0% | +37.0% | +153.0% | +159.1% |
| 6M | +157.2% | +4.1% | +153.1% | +147.9% |
| YTD | +388.2% | +31.7% | +356.5% | +341.1% |
| 1Y | +467.0% | +44.2% | +422.9% | +398.9% |
| 3Y | +36.1% | +265.5% | -229.4% | -9.6% |
| All | -65.7% | +263.6% | -329.3% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling