+28.0%
MRNA vs CART
+12.5%
+15.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | +0.4% |
| 7D | -8.2% | -8.7% | +0.4% | -5.9% |
| 30D | +125.6% | -4.4% | +129.9% | +128.8% |
| 3M | +197.1% | +14.6% | +182.4% | +192.2% |
| 6M | +148.5% | +24.4% | +124.1% | +140.1% |
| YTD | +363.3% | +5.0% | +358.3% | +358.8% |
| 1Y | +462.0% | +0.5% | +461.5% | +458.5% |
| All | +28.0% | +12.5% | +15.5% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CART 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling