+14.2%
LMT vs MRNA
+485.7%
-471.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.4% | -6.5% | -1.1% |
| 7D | -0.2% | -1.1% | +0.9% | -0.2% |
| 30D | -13.1% | +126.1% | -139.2% | -12.0% |
| 3M | -3.9% | +190.0% | -193.9% | -4.7% |
| 6M | -18.3% | +157.2% | -175.5% | -18.5% |
| YTD | +10.3% | +388.2% | -377.9% | +3.9% |
| 1Y | +14.2% | +467.0% | -452.8% | +6.6% |
| All | +14.2% | +485.7% | -471.5% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling