+499.5%
MRNA vs WU
-8.3%
+507.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.3% | -2.0% |
| 7D | +5.5% | -0.8% | +6.3% | +5.6% |
| 30D | +158.7% | -1.1% | +159.8% | +158.9% |
| 3M | +182.1% | -3.9% | +186.0% | +182.0% |
| 6M | +151.8% | -20.7% | +172.5% | +164.8% |
| YTD | +393.6% | -18.4% | +411.9% | +410.5% |
| 1Y | +499.5% | -8.1% | +507.5% | +526.6% |
| All | +499.5% | -8.3% | +507.7% | +526.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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