+467.0%
MRNA vs PTEN
+148.3%
+318.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.3% |
| 7D | -1.1% | +3.5% | -4.5% | -0.7% |
| 30D | +126.1% | +17.5% | +108.6% | +129.0% |
| 3M | +190.0% | +12.7% | +177.3% | +198.5% |
| 6M | +157.2% | +33.1% | +124.1% | +153.8% |
| YTD | +388.2% | +116.4% | +271.8% | +327.5% |
| 1Y | +467.0% | +141.2% | +325.9% | +378.8% |
| All | +467.0% | +148.3% | +318.7% | +378.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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