+41.9%
WELL vs MRNA
+485.7%
-443.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.4% | -5.4% | 0.0% |
| 7D | -0.2% | -1.1% | +0.9% | -0.2% |
| 30D | +2.3% | +126.1% | -123.8% | +2.6% |
| 3M | +12.3% | +190.0% | -177.8% | +12.9% |
| 6M | +15.6% | +157.2% | -141.6% | +16.0% |
| YTD | +28.3% | +388.2% | -359.9% | +27.0% |
| 1Y | +41.9% | +467.0% | -425.1% | +39.0% |
| All | +41.9% | +485.7% | -443.8% | +39.0% |
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