+682.5%
MRNA vs RACE
+302.1%
+380.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.3% |
| 7D | +5.5% | -2.5% | +8.0% | +6.6% |
| 30D | +158.7% | +0.8% | +158.0% | +159.9% |
| 3M | +182.1% | +17.2% | +165.0% | +166.6% |
| 6M | +151.8% | +13.6% | +138.2% | +140.0% |
| YTD | +393.6% | +12.2% | +381.3% | +367.4% |
| 1Y | +499.5% | -16.3% | +515.7% | +541.5% |
| 3Y | +29.3% | +36.4% | -7.1% | +8.2% |
| 5Y | -65.1% | +95.0% | -160.0% | -75.5% |
| All | +682.5% | +302.1% | +380.4% | +258.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling