+634.5%
MRNA vs WU
-37.8%
+672.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +0.9% |
| 7D | -8.2% | -5.0% | -3.3% | -7.0% |
| 30D | +125.6% | -2.3% | +127.8% | +126.4% |
| 3M | +197.1% | -3.2% | +200.3% | +196.8% |
| 6M | +148.5% | -25.0% | +173.5% | +165.8% |
| YTD | +363.3% | -21.7% | +384.9% | +387.9% |
| 1Y | +462.0% | -9.0% | +470.9% | +466.5% |
| 3Y | +26.9% | -28.9% | +55.8% | +35.3% |
| 5Y | -69.6% | -51.0% | -18.6% | -66.2% |
| All | +634.5% | -37.8% | +672.3% | +538.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling