-69.6%
MRNA vs RCAT
+177.7%
-247.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.8% |
| 7D | -8.2% | -5.4% | -2.8% | -7.9% |
| 30D | +125.6% | -24.2% | +149.8% | +129.9% |
| 3M | +197.1% | -25.8% | +222.9% | +202.1% |
| 6M | +148.5% | -44.9% | +193.4% | +155.7% |
| YTD | +363.3% | +1.9% | +361.4% | +353.2% |
| 1Y | +462.0% | -5.2% | +467.2% | +446.0% |
| 3Y | +26.9% | +759.6% | -732.7% | +3.7% |
| 5Y | -69.6% | +187.5% | -257.1% | -74.9% |
| All | -69.6% | +177.7% | -247.3% | -74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling