+499.5%
MRNA vs STZ
-10.2%
+509.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.0% |
| 7D | +5.5% | -1.9% | +7.4% | +6.3% |
| 30D | +158.7% | -1.9% | +160.6% | +161.4% |
| 3M | +182.1% | -6.2% | +188.4% | +183.9% |
| 6M | +151.8% | -14.0% | +165.8% | +156.4% |
| YTD | +393.6% | -5.1% | +398.7% | +358.8% |
| 1Y | +499.5% | -9.6% | +509.0% | +495.4% |
| All | +499.5% | -10.2% | +509.6% | +495.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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