+201.2%
WELL vs MRNA
-69.5%
+270.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.2% |
| 3M | +11.9% | +197.1% | -185.1% | +9.4% |
| 6M | +14.3% | +148.5% | -134.2% | +12.1% |
| YTD | +28.4% | +363.3% | -334.9% | +23.4% |
| 1Y | +42.3% | +462.0% | -419.7% | +35.7% |
| 3Y | +202.6% | +26.9% | +175.6% | +199.8% |
| All | +201.2% | -69.5% | +270.7% | +187.3% |
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