+674.0%
MRNA vs AEIS
+573.6%
+100.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.9% | +0.4% | +4.4% |
| 7D | -1.1% | +2.3% | -3.3% | -1.6% |
| 30D | +126.1% | -14.8% | +140.9% | +132.0% |
| 3M | +190.0% | -15.6% | +205.6% | +191.3% |
| 6M | +157.2% | -8.7% | +165.9% | +150.0% |
| YTD | +388.2% | +37.3% | +350.9% | +322.5% |
| 1Y | +467.0% | +80.3% | +386.7% | +352.7% |
| 3Y | +36.1% | +177.9% | -141.9% | -3.5% |
| 5Y | -68.0% | +235.8% | -303.8% | -78.3% |
| All | +674.0% | +573.6% | +100.4% | +380.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling