+987.9%
MRNA vs ZM
+8.0%
+979.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.1% |
| 7D | +20.6% | -8.4% | +29.0% | +24.6% |
| 30D | +27.1% | -1.9% | +29.1% | +28.7% |
| 3M | +353.4% | -10.1% | +363.4% | +378.0% |
| 6M | +446.3% | -13.9% | +460.1% | +477.6% |
| YTD | +776.2% | +6.4% | +769.7% | +769.5% |
| 1Y | +987.9% | +9.6% | +978.4% | +966.9% |
| All | +987.9% | +8.0% | +979.9% | +966.9% |
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