+499.5%
MRNA vs Z
-58.8%
+558.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -0.7% |
| 7D | +5.5% | -3.0% | +8.5% | +7.3% |
| 30D | +158.7% | -4.2% | +162.9% | +167.3% |
| 3M | +182.1% | -3.7% | +185.8% | +188.5% |
| 6M | +151.8% | -24.5% | +176.3% | +171.7% |
| YTD | +393.6% | -49.3% | +442.9% | +500.1% |
| 1Y | +499.5% | -58.7% | +558.1% | +648.6% |
| All | +499.5% | -58.8% | +558.3% | +648.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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