+36.1%
MRNA vs PTEN
-3.7%
+39.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.4% |
| 7D | -1.1% | +3.5% | -4.5% | -1.6% |
| 30D | +126.1% | +17.5% | +108.6% | +120.0% |
| 3M | +190.0% | +12.7% | +177.3% | +182.9% |
| 6M | +157.2% | +33.1% | +124.1% | +137.1% |
| YTD | +388.2% | +116.4% | +271.8% | +295.7% |
| 1Y | +467.0% | +141.2% | +325.9% | +342.7% |
| 3Y | +36.1% | -3.8% | +39.9% | +13.8% |
| All | +36.1% | -3.7% | +39.8% | +13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling