-44.6%
PCG vs MRNA
+521.0%
-565.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.9% | -1.1% |
| 7D | +0.5% | -8.2% | +8.7% | +0.6% |
| 30D | -18.9% | +125.6% | -144.5% | -21.0% |
| 3M | -15.8% | +197.1% | -212.9% | -18.9% |
| 6M | -22.6% | +148.5% | -171.0% | -25.0% |
| YTD | -12.2% | +363.3% | -375.5% | -16.8% |
| 1Y | -7.1% | +462.0% | -469.1% | -12.7% |
| 3Y | -15.8% | +26.9% | -42.8% | -18.6% |
| 5Y | +53.3% | -69.6% | +122.9% | +48.0% |
| All | -44.6% | +521.0% | -565.6% | -47.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling