+654.5%
MRNA vs PTC
+53.2%
+601.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.5% | +1.9% | -1.3% |
| 7D | -9.0% | -12.8% | +3.8% | -3.8% |
| 30D | +137.2% | -9.8% | +147.0% | +148.4% |
| 3M | +194.8% | -2.1% | +196.9% | +196.4% |
| 6M | +167.2% | -18.1% | +185.3% | +186.4% |
| YTD | +375.9% | -23.5% | +399.4% | +420.7% |
| 1Y | +465.2% | -37.4% | +502.5% | +567.2% |
| 3Y | +30.4% | -7.2% | +37.6% | +30.6% |
| 5Y | -66.8% | +2.7% | -69.5% | -68.5% |
| All | +654.5% | +53.2% | +601.3% | +537.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling