+987.9%
MRNA vs AMRZ
-11.5%
+999.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +5.2% | +7.9% | +10.2% |
| 7D | +20.6% | +10.3% | +10.4% | +14.3% |
| 30D | +27.1% | +18.7% | +8.5% | +15.2% |
| 3M | +353.4% | -14.6% | +368.0% | +382.9% |
| 6M | +446.3% | -12.9% | +459.1% | +471.7% |
| YTD | +776.2% | -17.4% | +793.5% | +819.4% |
| 1Y | +987.9% | -12.3% | +1,000.2% | +963.8% |
| All | +987.9% | -11.5% | +999.4% | +963.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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