-5.0%
MRNA vs RACE
+64.4%
-69.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -4.4% |
| 7D | -12.1% | -1.2% | -10.9% | -11.3% |
| 30D | -1.3% | +6.1% | -7.4% | -4.8% |
| 3M | +250.9% | -0.3% | +251.2% | +257.0% |
| 6M | +343.0% | +23.4% | +319.6% | +299.7% |
| YTD | +657.4% | +12.5% | +644.9% | +606.1% |
| 1Y | +794.9% | -0.5% | +795.4% | +799.5% |
| 3Y | +218.1% | +23.6% | +194.5% | +150.3% |
| All | -5.0% | +64.4% | -69.4% | -47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling