+467.0%
MRNA vs WU
-9.1%
+476.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.8% | +5.3% |
| 7D | -1.1% | -3.5% | +2.4% | -0.3% |
| 30D | +126.1% | -2.9% | +129.1% | +127.1% |
| 3M | +190.0% | -2.3% | +192.3% | +188.0% |
| 6M | +157.2% | -25.4% | +182.6% | +173.1% |
| YTD | +388.2% | -21.2% | +409.4% | +408.0% |
| 1Y | +467.0% | -8.9% | +475.9% | +470.7% |
| All | +467.0% | -9.1% | +476.1% | +470.7% |
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