+28.4%
RTX vs MRNA
+511.3%
-482.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.6% | -0.7% |
| 7D | -5.2% | +5.5% | -10.6% | -5.2% |
| 30D | -9.4% | +158.7% | -168.1% | -10.1% |
| 3M | +12.3% | +182.1% | -169.8% | +10.3% |
| 6M | -3.1% | +151.8% | -154.9% | -4.4% |
| YTD | +10.7% | +393.6% | -382.9% | +3.1% |
| 1Y | +28.4% | +499.5% | -471.0% | +17.2% |
| All | +28.4% | +511.3% | -482.9% | +17.2% |
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