+36.1%
MRNA vs ZS
+1.4%
+34.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.7% | +5.3% |
| 7D | -1.1% | -3.1% | +2.0% | -0.6% |
| 30D | +126.1% | -7.2% | +133.3% | +128.5% |
| 3M | +190.0% | +30.5% | +159.6% | +175.9% |
| 6M | +157.2% | +7.0% | +150.3% | +144.7% |
| YTD | +388.2% | -26.8% | +415.0% | +409.4% |
| 1Y | +467.0% | -42.6% | +509.6% | +531.4% |
| 3Y | +36.1% | -0.3% | +36.4% | +13.3% |
| All | +36.1% | +1.4% | +34.7% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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