+28.2%
MRNA vs WST
-13.7%
+41.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.1% | -3.3% |
| 7D | -10.1% | -1.7% | -8.4% | -9.8% |
| 30D | +126.7% | -4.3% | +131.0% | +128.7% |
| 3M | +184.1% | +0.7% | +183.4% | +185.0% |
| 6M | +143.3% | +36.0% | +107.3% | +135.8% |
| YTD | +359.9% | +22.7% | +337.1% | +349.6% |
| 1Y | +454.2% | +34.1% | +420.1% | +436.3% |
| All | +28.2% | -13.7% | +41.9% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling