+499.5%
MRNA vs PTC
-33.3%
+532.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.0% | +3.8% | +1.8% |
| 7D | +5.5% | -10.3% | +15.7% | +13.1% |
| 30D | +158.7% | +1.1% | +157.6% | +165.2% |
| 3M | +182.1% | +1.6% | +180.5% | +186.9% |
| 6M | +151.8% | -13.5% | +165.3% | +168.0% |
| YTD | +393.6% | -19.1% | +412.6% | +443.0% |
| 1Y | +499.5% | -33.9% | +533.3% | +685.8% |
| All | +499.5% | -33.3% | +532.7% | +685.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling