+143.3%
MRNA vs AMRZ
-27.5%
+170.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.0% | -1.9% |
| 7D | -10.1% | -4.7% | -5.4% | -7.4% |
| 30D | +126.7% | -11.3% | +138.0% | +142.2% |
| 3M | +184.1% | -22.1% | +206.2% | +212.0% |
| 6M | +143.3% | -29.6% | +172.9% | +177.6% |
| All | +143.3% | -27.5% | +170.8% | +177.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling