+634.5%
MRNA vs WSM
+853.3%
-218.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.1% |
| 7D | -8.2% | +0.4% | -8.7% | -8.3% |
| 30D | +125.6% | -10.7% | +136.3% | +131.1% |
| 3M | +197.1% | +8.5% | +188.6% | +191.9% |
| 6M | +148.5% | +19.6% | +128.9% | +139.1% |
| YTD | +363.3% | +26.6% | +336.7% | +340.3% |
| 1Y | +462.0% | +12.0% | +450.0% | +446.8% |
| 3Y | +26.9% | +226.6% | -199.7% | +3.3% |
| 5Y | -69.6% | +174.1% | -243.7% | -75.9% |
| All | +634.5% | +853.3% | -218.8% | +594.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling