+499.5%
MRNA vs AZO
-28.9%
+528.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.4% |
| 7D | +5.5% | +0.7% | +4.8% | +5.2% |
| 30D | +158.7% | -2.7% | +161.4% | +161.7% |
| 3M | +182.1% | -3.2% | +185.3% | +184.5% |
| 6M | +151.8% | -19.7% | +171.6% | +165.7% |
| YTD | +393.6% | -12.0% | +405.6% | +420.2% |
| 1Y | +499.5% | -29.5% | +529.0% | +558.5% |
| All | +499.5% | -28.9% | +528.4% | +558.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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