+36.1%
MRNA vs WWD
+167.6%
-131.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +5.0% |
| 7D | -1.1% | -2.6% | +1.5% | -0.3% |
| 30D | +126.1% | -6.9% | +133.1% | +131.0% |
| 3M | +190.0% | -13.0% | +203.1% | +202.8% |
| 6M | +157.2% | -12.5% | +169.7% | +166.1% |
| YTD | +388.2% | +11.8% | +376.4% | +360.1% |
| 1Y | +467.0% | +41.1% | +426.0% | +389.4% |
| 3Y | +36.1% | +163.1% | -127.0% | -3.9% |
| All | +36.1% | +167.6% | -131.5% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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