+674.0%
MRNA vs PTC
+50.3%
+623.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.7% |
| 7D | -1.1% | -7.3% | +6.2% | +2.1% |
| 30D | +126.1% | -11.6% | +137.7% | +139.1% |
| 3M | +190.0% | +10.5% | +179.6% | +181.6% |
| 6M | +157.2% | -17.8% | +175.0% | +175.7% |
| YTD | +388.2% | -24.9% | +413.1% | +438.6% |
| 1Y | +467.0% | -36.8% | +503.9% | +567.9% |
| 3Y | +36.1% | -8.7% | +44.8% | +37.3% |
| 5Y | -68.0% | +4.1% | -72.1% | -69.6% |
| All | +674.0% | +50.3% | +623.7% | +558.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling