+499.5%
MRNA vs AEE
+8.8%
+490.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +5.5% | +0.3% | +5.1% | +5.5% |
| 30D | +158.7% | -2.3% | +161.0% | +158.3% |
| 3M | +182.1% | +0.2% | +181.9% | +178.4% |
| 6M | +151.8% | -4.7% | +156.6% | +156.9% |
| YTD | +393.6% | +8.1% | +385.5% | +349.7% |
| 1Y | +499.5% | +8.5% | +490.9% | +498.5% |
| All | +499.5% | +8.8% | +490.7% | +498.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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