+218.1%
MRNA vs PTC
+29.1%
+189.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -12.1% | +0.5% | -12.6% | -12.3% |
| 30D | -1.3% | +1.2% | -2.5% | -1.8% |
| 3M | +250.9% | +27.4% | +223.6% | +207.8% |
| 6M | +343.0% | +39.2% | +303.8% | +272.9% |
| YTD | +657.4% | +12.5% | +644.9% | +596.6% |
| 1Y | +794.9% | +12.3% | +782.6% | +723.7% |
| 3Y | +218.1% | +28.8% | +189.3% | +169.1% |
| All | +218.1% | +29.1% | +189.0% | +169.1% |
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