+354.9%
WMB vs MRNA
+554.4%
-199.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | +0.8% |
| 7D | -1.0% | -1.1% | 0.0% | -1.0% |
| 30D | -0.4% | +126.1% | -126.6% | +0.2% |
| 3M | +3.2% | +190.0% | -186.8% | +3.6% |
| 6M | +0.1% | +157.2% | -157.2% | +0.6% |
| YTD | +23.9% | +388.2% | -364.3% | +23.8% |
| 1Y | +27.6% | +467.0% | -439.4% | +27.3% |
| 3Y | +141.9% | +36.1% | +105.8% | +142.0% |
| 5Y | +273.8% | -68.0% | +341.7% | +269.4% |
| All | +354.9% | +554.4% | -199.5% | +389.6% |
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 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