+56.8%
RGTI vs MRNA
-67.9%
+124.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.4% | -4.7% | 0.0% |
| 7D | +0.5% | -1.1% | +1.5% | +0.6% |
| 30D | -17.1% | +126.1% | -143.2% | -35.0% |
| 3M | -26.0% | +190.0% | -216.0% | -47.6% |
| 6M | -9.9% | +157.2% | -167.1% | -33.6% |
| YTD | -31.1% | +388.2% | -419.3% | -60.3% |
| 1Y | -8.5% | +467.0% | -475.5% | -50.5% |
| 3Y | +652.2% | +36.1% | +616.1% | +498.5% |
| All | +56.8% | -67.9% | +124.6% | +31.8% |
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 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