+73.0%
LMT vs MRNA
-67.9%
+140.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.8% |
| 6M | -18.3% | +157.2% | -175.5% | -17.4% |
| YTD | +10.3% | +388.2% | -377.9% | +11.5% |
| 1Y | +14.2% | +467.0% | -452.8% | +15.6% |
| 3Y | +35.0% | +36.1% | -1.1% | +35.4% |
| All | +73.0% | -67.9% | +140.9% | +68.9% |
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