-65.7%
MRNA vs AEE
+38.7%
-104.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | +126.1% | -2.9% | +129.0% | +126.8% |
| 3M | +190.0% | -2.4% | +192.4% | +190.4% |
| 6M | +157.2% | -2.7% | +159.9% | +157.2% |
| YTD | +388.2% | +7.3% | +380.9% | +379.4% |
| 1Y | +467.0% | +7.5% | +459.5% | +457.5% |
| 3Y | +36.1% | +46.2% | -10.1% | +23.4% |
| All | -65.7% | +38.7% | -104.4% | -67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling