+499.5%
MRNA vs ZM
+21.7%
+477.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.3% | -5.5% | -3.3% |
| 7D | +5.5% | +2.9% | +2.5% | +4.3% |
| 30D | +158.7% | +0.7% | +158.0% | +162.3% |
| 3M | +182.1% | -3.7% | +185.8% | +187.9% |
| 6M | +151.8% | +29.9% | +121.9% | +137.8% |
| YTD | +393.6% | +17.4% | +376.1% | +366.4% |
| 1Y | +499.5% | +22.4% | +477.1% | +464.3% |
| All | +499.5% | +21.7% | +477.8% | +464.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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