-65.7%
MRNA vs WU
-51.3%
-14.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.8% | +5.2% |
| 7D | -1.1% | -3.5% | +2.4% | +0.2% |
| 30D | +126.1% | -2.9% | +129.1% | +127.7% |
| 3M | +190.0% | -2.3% | +192.3% | +187.9% |
| 6M | +157.2% | -25.4% | +182.6% | +182.9% |
| YTD | +388.2% | -21.2% | +409.4% | +422.5% |
| 1Y | +467.0% | -8.9% | +475.9% | +469.3% |
| 3Y | +36.1% | -29.0% | +65.0% | +48.0% |
| All | -65.7% | -51.3% | -14.4% | -61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling