+674.0%
MRNA vs RCAT
+231.7%
+442.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +6.9% | +5.4% |
| 7D | -1.1% | -4.9% | +3.8% | -1.0% |
| 30D | +126.1% | -22.9% | +149.0% | +127.0% |
| 3M | +190.0% | -33.7% | +223.8% | +191.7% |
| 6M | +157.2% | -50.7% | +208.0% | +159.4% |
| YTD | +388.2% | +0.4% | +387.8% | +386.3% |
| 1Y | +467.0% | -27.6% | +494.7% | +466.3% |
| 3Y | +36.1% | +753.2% | -717.1% | +31.0% |
| 5Y | -68.0% | +183.3% | -251.2% | -69.0% |
| All | +674.0% | +231.7% | +442.4% | +542.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling