+304.5%
WELL vs MRNA
+516.4%
-212.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.6% |
| 7D | -1.1% | -10.1% | +9.0% | -1.2% |
| 30D | +0.7% | +126.7% | -126.0% | +2.3% |
| 3M | +14.5% | +184.1% | -169.6% | +16.8% |
| 6M | +14.4% | +143.3% | -128.9% | +16.5% |
| YTD | +28.5% | +359.9% | -331.4% | +32.2% |
| 1Y | +41.8% | +454.2% | -412.4% | +46.5% |
| 3Y | +202.8% | +26.0% | +176.8% | +206.1% |
| 5Y | +208.8% | -70.3% | +279.1% | +195.2% |
| All | +304.5% | +516.4% | -212.0% | +431.4% |
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