+499.5%
MRNA vs AMRZ
-14.5%
+513.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | +5.5% | -1.9% | +7.4% | +6.4% |
| 30D | +158.7% | -16.9% | +175.7% | +178.1% |
| 3M | +182.1% | -19.2% | +201.3% | +205.5% |
| 6M | +151.8% | -29.3% | +181.1% | +188.5% |
| YTD | +393.6% | -18.0% | +411.5% | +426.0% |
| 1Y | +499.5% | -15.1% | +514.5% | +531.7% |
| All | +499.5% | -14.5% | +513.9% | +531.7% |
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