+7.0%
WMT vs MRNA
+511.3%
-504.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.2% |
| 7D | +3.9% | +5.5% | -1.6% | +3.9% |
| 30D | -4.4% | +158.7% | -163.1% | -3.3% |
| 3M | -8.8% | +182.1% | -190.9% | -7.8% |
| 6M | -15.6% | +151.8% | -167.5% | -14.9% |
| YTD | -3.2% | +393.6% | -396.8% | -1.5% |
| 1Y | +7.0% | +499.5% | -492.4% | +10.6% |
| All | +7.0% | +511.3% | -504.3% | +10.6% |
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