+506.9%
MRNA vs ZM
+46.9%
+460.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +1.0% |
| 7D | -8.2% | -2.7% | -5.5% | -7.5% |
| 30D | +125.6% | -10.0% | +135.6% | +133.3% |
| 3M | +197.1% | +1.6% | +195.5% | +195.1% |
| 6M | +148.5% | +25.0% | +123.5% | +129.1% |
| YTD | +363.3% | +10.6% | +352.6% | +338.7% |
| 1Y | +462.0% | +14.0% | +448.0% | +427.2% |
| 3Y | +26.9% | +32.5% | -5.5% | +13.2% |
| 5Y | -69.6% | -68.3% | -1.3% | -63.8% |
| All | +506.9% | +46.9% | +460.1% | +463.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling