-70.3%
MRNA vs RACE
+87.3%
-157.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.8% |
| 7D | -10.1% | -2.6% | -7.4% | -8.4% |
| 30D | +126.7% | -1.1% | +127.8% | +131.0% |
| 3M | +184.1% | +12.5% | +171.6% | +170.1% |
| 6M | +143.3% | +17.4% | +125.9% | +124.4% |
| YTD | +359.9% | +10.1% | +349.7% | +332.6% |
| 1Y | +454.2% | -15.1% | +469.3% | +505.1% |
| 3Y | +26.0% | +38.9% | -12.9% | -11.9% |
| 5Y | -70.3% | +90.7% | -160.9% | -87.0% |
| All | -70.3% | +87.3% | -157.5% | -87.0% |
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