+370.1%
WMB vs MRNA
+537.9%
-167.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.6% | +5.9% | +2.3% |
| 7D | +0.8% | -9.0% | +9.8% | +0.8% |
| 30D | +7.7% | +137.2% | -129.5% | +8.3% |
| 3M | +6.7% | +194.8% | -188.1% | +7.1% |
| 6M | +3.6% | +167.2% | -163.6% | +4.1% |
| YTD | +28.0% | +375.9% | -347.9% | +27.9% |
| 1Y | +37.6% | +465.2% | -427.5% | +37.2% |
| 3Y | +149.0% | +30.4% | +118.7% | +149.1% |
| 5Y | +285.3% | -66.8% | +352.1% | +281.1% |
| All | +370.1% | +537.9% | -167.8% | +405.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling