+121.7%
WFC vs MRNA
+554.4%
-432.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.4% | +0.8% |
| 7D | +0.4% | -1.1% | +1.4% | +0.4% |
| 30D | +1.5% | +126.1% | -124.6% | -1.4% |
| 3M | +10.2% | +190.0% | -179.8% | +5.8% |
| 6M | +18.8% | +157.2% | -138.4% | +14.4% |
| YTD | -1.5% | +388.2% | -389.7% | -7.8% |
| 1Y | +13.5% | +467.0% | -453.5% | +5.5% |
| 3Y | +135.0% | +36.1% | +98.9% | +125.9% |
| 5Y | +130.1% | -68.0% | +198.0% | +119.4% |
| All | +121.7% | +554.4% | -432.7% | +112.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling