+1,529.4%
WDC vs MRNA
+516.4%
+1,013.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.2% |
| 7D | +7.5% | -10.1% | +17.5% | +7.9% |
| 30D | +10.1% | +126.7% | -116.7% | +1.9% |
| 3M | -6.8% | +184.1% | -190.9% | -16.1% |
| 6M | +84.1% | +143.3% | -59.1% | +68.0% |
| YTD | +180.3% | +359.9% | -179.6% | +141.0% |
| 1Y | +411.1% | +454.2% | -43.1% | +331.3% |
| 3Y | +1,375.0% | +26.0% | +1,349.0% | +1,247.7% |
| 5Y | +991.6% | -70.3% | +1,061.8% | +911.3% |
| All | +1,529.4% | +516.4% | +1,013.0% | +1,439.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling