+674.0%
MRNA vs AZO
+231.9%
+442.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.5% | +5.4% |
| 7D | -1.1% | -3.6% | +2.5% | -1.0% |
| 30D | +126.1% | -5.6% | +131.7% | +126.7% |
| 3M | +190.0% | -6.6% | +196.7% | +190.7% |
| 6M | +157.2% | -22.5% | +179.7% | +158.9% |
| YTD | +388.2% | -15.2% | +403.4% | +391.3% |
| 1Y | +467.0% | -33.9% | +501.0% | +471.3% |
| 3Y | +36.1% | +11.8% | +24.3% | +37.9% |
| 5Y | -68.0% | +85.5% | -153.5% | -65.0% |
| All | +674.0% | +231.9% | +442.2% | +676.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling