+198.5%
WELL vs MRNA
+27.9%
+170.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -2.2% | -8.2% | +6.0% | -2.2% |
| 30D | +4.7% | +125.6% | -120.9% | +4.5% |
| 3M | +11.9% | +197.1% | -185.1% | +11.5% |
| 6M | +14.3% | +148.5% | -134.2% | +13.9% |
| YTD | +28.4% | +363.3% | -334.9% | +26.7% |
| 1Y | +42.3% | +462.0% | -419.7% | +39.8% |
| All | +198.5% | +27.9% | +170.5% | +193.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling