+270.9%
WMB vs MRNA
-70.5%
+341.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.1% |
| 7D | -1.7% | -8.2% | +6.6% | -1.7% |
| 30D | +0.7% | +125.6% | -124.9% | +0.6% |
| 3M | +1.5% | +197.1% | -195.5% | +0.6% |
| 6M | +0.1% | +148.5% | -148.4% | -0.5% |
| YTD | +22.9% | +363.3% | -340.4% | +19.8% |
| 1Y | +27.9% | +462.0% | -434.1% | +23.6% |
| 3Y | +139.1% | +26.9% | +112.2% | +137.9% |
| 5Y | +270.9% | -69.6% | +340.5% | +261.9% |
| All | +270.9% | -70.5% | +341.4% | +261.9% |
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