+987.9%
MRNA vs WSM
+44.0%
+943.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +6.5% | +6.6% | +9.8% |
| 7D | +20.6% | +8.0% | +12.7% | +16.2% |
| 30D | +27.1% | +13.5% | +13.7% | +19.0% |
| 3M | +353.4% | +8.8% | +344.5% | +334.4% |
| 6M | +446.3% | +54.7% | +391.6% | +340.7% |
| YTD | +776.2% | +53.3% | +722.9% | +580.1% |
| 1Y | +987.9% | +41.1% | +946.8% | +780.8% |
| All | +987.9% | +44.0% | +943.9% | +780.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling