+366.0%
WDC vs MRNA
+485.7%
-119.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.4% | -8.4% | -3.0% |
| 7D | -4.3% | -1.1% | -3.2% | -4.3% |
| 30D | -1.5% | +126.1% | -127.6% | -0.8% |
| 3M | -15.5% | +190.0% | -205.5% | -23.1% |
| 6M | +66.5% | +157.2% | -90.8% | +55.8% |
| YTD | +159.9% | +388.2% | -228.3% | +102.4% |
| 1Y | +366.0% | +467.0% | -101.1% | +242.2% |
| All | +366.0% | +485.7% | -119.8% | +242.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling