+43.1%
TJX vs MRNA
+34.8%
+8.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -0.3% |
| 7D | -4.6% | -1.1% | -3.5% | -4.6% |
| 30D | -17.2% | +126.1% | -143.3% | -16.0% |
| 3M | -24.9% | +190.0% | -214.9% | -24.8% |
| 6M | -19.7% | +157.2% | -176.9% | -19.3% |
| YTD | -17.2% | +388.2% | -405.4% | -19.2% |
| 1Y | -9.4% | +467.0% | -476.5% | -12.4% |
| 3Y | +43.1% | +36.1% | +7.0% | +45.4% |
| All | +43.1% | +34.8% | +8.3% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling