+27.3%
RTX vs MRNA
+485.7%
-458.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.4% | -5.6% | -0.2% |
| 7D | -1.5% | -1.1% | -0.5% | -1.5% |
| 30D | -11.0% | +126.1% | -137.1% | -10.6% |
| 3M | +7.7% | +190.0% | -182.4% | +5.6% |
| 6M | -3.9% | +157.2% | -161.1% | -5.3% |
| YTD | +9.0% | +388.2% | -379.2% | +1.8% |
| 1Y | +27.3% | +467.0% | -439.8% | +17.4% |
| All | +27.3% | +485.7% | -458.5% | +17.4% |
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