+135.9%
WMT vs MRNA
-67.9%
+203.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.4% | -4.0% | +1.3% |
| 7D | 0.0% | -1.1% | +1.1% | 0.0% |
| 30D | -7.4% | +126.1% | -133.5% | -8.0% |
| 3M | -10.9% | +190.0% | -200.9% | -12.0% |
| 6M | -12.7% | +157.2% | -169.9% | -13.6% |
| YTD | -3.2% | +388.2% | -391.4% | -5.8% |
| 1Y | +5.3% | +467.0% | -461.8% | +2.0% |
| 3Y | +101.9% | +36.1% | +65.8% | +99.8% |
| All | +135.9% | -67.9% | +203.8% | +139.9% |
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 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