+36.1%
MRNA vs AEIS
+173.7%
-137.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.9% | +0.4% | +4.2% |
| 7D | -1.1% | +2.3% | -3.3% | -1.7% |
| 30D | +126.1% | -14.8% | +140.9% | +134.4% |
| 3M | +190.0% | -15.6% | +205.6% | +189.0% |
| 6M | +157.2% | -8.7% | +165.9% | +139.8% |
| YTD | +388.2% | +37.3% | +350.9% | +263.8% |
| 1Y | +467.0% | +80.3% | +386.7% | +257.3% |
| 3Y | +36.1% | +177.9% | -141.9% | -32.9% |
| All | +36.1% | +173.7% | -137.6% | -32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling