+250.0%
PWR vs VRTX
+46.0%
+204.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.7% | +9.3% |
| 7D | -4.8% | -0.4% | -4.4% | -4.7% |
| 30D | -16.2% | +8.0% | -24.2% | -16.8% |
| 3M | -11.9% | +11.0% | -23.0% | -13.0% |
| 6M | -20.6% | +28.2% | -48.7% | -23.2% |
| YTD | +40.3% | +21.5% | +18.7% | +36.3% |
| 1Y | +33.0% | +34.5% | -1.5% | +27.6% |
| 3Y | +250.0% | +49.5% | +200.5% | +231.1% |
| All | +250.0% | +46.0% | +204.0% | +231.1% |
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