+28.2%
MRNA vs RACE
+38.2%
-10.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.9% |
| 7D | -10.1% | -2.6% | -7.4% | -8.8% |
| 30D | +126.7% | -1.1% | +127.8% | +130.5% |
| 3M | +184.1% | +12.5% | +171.6% | +176.7% |
| 6M | +143.3% | +17.4% | +125.9% | +133.1% |
| YTD | +359.9% | +10.1% | +349.7% | +344.9% |
| 1Y | +454.2% | -15.1% | +469.3% | +485.7% |
| All | +28.2% | +38.2% | -10.1% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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