+210.6%
PWR vs VRTX
+53.6%
+157.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +2.7% |
| 7D | +4.5% | -3.4% | +7.9% | +4.9% |
| 30D | -4.9% | +6.6% | -11.5% | -5.8% |
| 3M | -7.9% | +19.4% | -27.3% | -10.4% |
| 6M | +18.3% | +15.8% | +2.5% | +15.4% |
| YTD | +51.5% | +16.7% | +34.8% | +47.5% |
| 1Y | +70.3% | +33.8% | +36.5% | +62.6% |
| 3Y | +210.6% | +54.2% | +156.4% | +178.7% |
| All | +210.6% | +53.6% | +157.0% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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