+359.7%
WMB vs MRNA
+561.6%
-201.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.4% | +0.1% |
| 7D | +0.6% | +5.5% | -4.9% | +0.6% |
| 30D | +3.3% | +158.7% | -155.5% | +3.8% |
| 3M | +3.1% | +182.1% | -179.0% | +3.6% |
| 6M | -0.7% | +151.8% | -152.5% | -0.2% |
| YTD | +25.2% | +393.6% | -368.4% | +25.1% |
| 1Y | +32.9% | +499.5% | -466.6% | +32.5% |
| 3Y | +140.6% | +29.3% | +111.2% | +140.7% |
| 5Y | +273.5% | -65.1% | +338.5% | +269.5% |
| All | +359.7% | +561.6% | -201.9% | +394.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling