+916.1%
WDC vs MRNA
-67.9%
+984.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.4% | -8.4% | -3.3% |
| 7D | -4.3% | -1.1% | -3.2% | -4.3% |
| 30D | -1.5% | +126.1% | -127.6% | -10.8% |
| 3M | -15.5% | +190.0% | -205.5% | -28.0% |
| 6M | +66.5% | +157.2% | -90.8% | +44.6% |
| YTD | +159.9% | +388.2% | -228.3% | +100.4% |
| 1Y | +366.0% | +467.0% | -101.1% | +247.7% |
| 3Y | +1,285.8% | +36.1% | +1,249.7% | +1,124.1% |
| All | +916.1% | -67.9% | +984.0% | +840.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling