+35.8%
PCAR vs MRNA
+221.0%
-185.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.8% | +0.4% |
| 7D | +4.9% | -12.1% | +17.1% | +5.3% |
| 30D | -1.4% | -1.3% | -0.1% | -1.5% |
| 3M | -18.1% | +250.9% | -269.1% | -23.3% |
| 6M | -4.0% | +343.0% | -347.0% | -13.6% |
| YTD | -1.5% | +657.4% | -658.9% | -17.8% |
| 1Y | +13.2% | +794.9% | -781.7% | -7.8% |
| 3Y | +35.8% | +218.1% | -182.3% | +15.4% |
| All | +35.8% | +221.0% | -185.2% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling