+60.5%
PCAR vs MRNA
+27.9%
+32.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.2% | +0.5% |
| 7D | -1.6% | -8.2% | +6.7% | -1.3% |
| 30D | -7.3% | +125.6% | -132.8% | -12.3% |
| 3M | +7.8% | +197.1% | -189.3% | -2.4% |
| 6M | +3.6% | +148.5% | -144.9% | -4.4% |
| YTD | +12.9% | +363.3% | -350.4% | -4.2% |
| 1Y | +27.3% | +462.0% | -434.7% | +4.8% |
| All | +60.5% | +27.9% | +32.6% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MRNA 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling