-65.7%
MRNA vs TXT
+14.1%
-79.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.1% | +4.1% |
| 7D | -1.1% | +2.4% | -3.5% | -2.4% |
| 30D | +126.1% | -8.9% | +135.0% | +137.8% |
| 3M | +190.0% | -13.6% | +203.6% | +213.7% |
| 6M | +157.2% | -13.1% | +170.3% | +175.8% |
| YTD | +388.2% | -7.0% | +395.2% | +400.4% |
| 1Y | +467.0% | -1.4% | +468.5% | +462.7% |
| 3Y | +36.1% | +6.9% | +29.1% | +27.4% |
| All | -65.7% | +14.1% | -79.8% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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