+304.9%
AEM vs MRNA
-67.9%
+372.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.4% | -3.5% | +1.5% |
| 7D | -2.1% | -1.1% | -1.0% | -2.1% |
| 30D | +8.4% | +126.1% | -117.7% | -3.1% |
| 3M | +27.3% | +190.0% | -162.7% | +11.0% |
| 6M | -9.7% | +157.2% | -166.9% | -20.6% |
| YTD | +19.0% | +388.2% | -369.2% | 0.0% |
| 1Y | +31.5% | +467.0% | -435.6% | +9.2% |
| 3Y | +338.7% | +36.1% | +302.6% | +287.1% |
| All | +304.9% | -67.9% | +372.7% | +268.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling