+165.8%
RTX vs MRNA
-70.5%
+236.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.3% |
| 7D | -2.0% | -8.2% | +6.2% | -1.9% |
| 30D | -11.2% | +125.6% | -136.8% | -13.4% |
| 3M | +12.0% | +197.1% | -185.0% | +7.4% |
| 6M | -3.6% | +148.5% | -152.1% | -6.8% |
| YTD | +9.2% | +363.3% | -354.1% | +1.9% |
| 1Y | +29.7% | +462.0% | -432.3% | +19.6% |
| 3Y | +152.0% | +26.9% | +125.0% | +145.0% |
| 5Y | +165.8% | -69.6% | +235.4% | +151.8% |
| All | +165.8% | -70.5% | +236.3% | +151.8% |
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