+451.9%
PWR vs VRTX
+175.1%
+276.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.6% |
| 7D | +2.7% | -6.4% | +9.1% | +3.9% |
| 30D | -5.1% | -0.5% | -4.6% | -5.2% |
| 3M | -9.4% | +16.9% | -26.3% | -12.6% |
| 6M | +10.4% | +13.1% | -2.7% | +7.0% |
| YTD | +48.6% | +14.9% | +33.7% | +43.4% |
| 1Y | +68.0% | +31.4% | +36.6% | +57.3% |
| 3Y | +204.7% | +51.9% | +152.8% | +164.5% |
| 5Y | +451.9% | +177.1% | +274.9% | +333.6% |
| All | +451.9% | +175.1% | +276.8% | +333.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling