+29.1%
MRNA vs PTC
-10.7%
+39.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.8% |
| 7D | -8.2% | -14.2% | +6.0% | -0.4% |
| 30D | +125.6% | -14.4% | +140.0% | +145.1% |
| 3M | +197.1% | -4.7% | +201.8% | +208.2% |
| 6M | +148.5% | -19.3% | +167.8% | +175.0% |
| YTD | +363.3% | -26.1% | +389.4% | +430.2% |
| 1Y | +462.0% | -37.1% | +499.0% | +592.2% |
| All | +29.1% | -10.7% | +39.8% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling