-3.1%
WBD vs MRNA
+554.4%
-557.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -5.9% | -0.8% |
| 7D | -0.7% | -1.1% | +0.3% | -0.7% |
| 30D | +1.4% | +126.1% | -124.7% | -6.1% |
| 3M | +4.4% | +190.0% | -185.6% | -5.8% |
| 6M | +0.8% | +157.2% | -156.4% | -8.4% |
| YTD | -2.7% | +388.2% | -390.9% | -16.9% |
| 1Y | +73.4% | +467.0% | -393.6% | +45.4% |
| 3Y | +142.1% | +36.1% | +106.1% | +120.3% |
| 5Y | +7.2% | -68.0% | +75.2% | -0.9% |
| All | -3.1% | +554.4% | -557.5% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 10y: compounded portfolio wealth divided by compounded MRNA 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…
10y analysis · Full analysis span regression · 6 months rolling