+9.3%
PCG vs MRNA
-3.2%
+12.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +2.2% |
| 7D | +2.2% | -12.1% | +14.3% | +2.5% |
| 30D | +0.8% | -1.3% | +2.1% | +0.7% |
| 3M | -23.8% | +250.9% | -274.7% | -27.5% |
| 6M | -19.6% | +343.0% | -362.6% | -25.1% |
| YTD | -16.7% | +657.4% | -674.2% | -26.0% |
| 1Y | -19.4% | +794.9% | -814.3% | -29.4% |
| 3Y | -18.3% | +218.1% | -236.5% | -25.5% |
| All | +9.3% | -3.2% | +12.6% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling