+674.0%
MRNA vs MTZ
+464.2%
+209.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.5% | +1.8% | +4.8% |
| 7D | -1.1% | +1.4% | -2.4% | -1.3% |
| 30D | +126.1% | -14.5% | +140.6% | +130.6% |
| 3M | +190.0% | -32.9% | +223.0% | +206.4% |
| 6M | +157.2% | -20.8% | +178.1% | +162.9% |
| YTD | +388.2% | +10.6% | +377.6% | +370.7% |
| 1Y | +467.0% | +27.1% | +440.0% | +433.7% |
| 3Y | +36.1% | +166.1% | -130.1% | +11.3% |
| 5Y | -68.0% | +170.7% | -238.6% | -74.2% |
| All | +674.0% | +464.2% | +209.8% | +476.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 10y: compounded portfolio wealth divided by compounded MTZ 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…
10y analysis · Full analysis span regression · 6 months rolling