+31.5%
AEM vs MRNA
+485.7%
-454.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.4% | -3.5% | +1.4% |
| 7D | -2.1% | -1.1% | -1.0% | -2.1% |
| 30D | +8.4% | +126.1% | -117.7% | -4.6% |
| 3M | +27.3% | +190.0% | -162.7% | +4.7% |
| 6M | -9.7% | +157.2% | -166.9% | -24.3% |
| YTD | +19.0% | +388.2% | -369.2% | -11.3% |
| 1Y | +31.5% | +467.0% | -435.6% | -5.3% |
| All | +31.5% | +485.7% | -454.2% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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