+36.1%
MRNA vs ZBRA
+35.9%
+0.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.5% | +4.8% |
| 7D | -1.1% | -3.4% | +2.3% | 0.0% |
| 30D | +126.1% | -7.4% | +133.5% | +130.4% |
| 3M | +190.0% | +57.5% | +132.5% | +127.7% |
| 6M | +157.2% | +64.0% | +93.2% | +95.6% |
| YTD | +388.2% | +44.3% | +343.9% | +288.1% |
| 1Y | +467.0% | +10.9% | +456.2% | +417.8% |
| 3Y | +36.1% | +37.5% | -1.4% | +10.5% |
| All | +36.1% | +35.9% | +0.2% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling