+674.0%
MRNA vs ZBH
-9.0%
+683.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.2% | +5.1% |
| 7D | -1.1% | -4.7% | +3.6% | +0.3% |
| 30D | +126.1% | -4.5% | +130.6% | +130.1% |
| 3M | +190.0% | +7.6% | +182.5% | +185.5% |
| 6M | +157.2% | +0.3% | +156.9% | +157.2% |
| YTD | +388.2% | +4.5% | +383.7% | +381.8% |
| 1Y | +467.0% | -9.4% | +476.4% | +478.3% |
| 3Y | +36.1% | -21.5% | +57.6% | +42.7% |
| 5Y | -68.0% | -28.4% | -39.6% | -66.2% |
| All | +674.0% | -9.0% | +683.0% | +667.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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