+629.1%
MRNA vs AEIS
+569.6%
+59.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.1% |
| 7D | -10.1% | +6.5% | -16.5% | -11.3% |
| 30D | +126.7% | -9.2% | +135.9% | +128.6% |
| 3M | +184.1% | -8.3% | +192.5% | +178.5% |
| 6M | +143.3% | -6.3% | +149.6% | +134.6% |
| YTD | +359.9% | +36.5% | +323.3% | +298.5% |
| 1Y | +454.2% | +84.8% | +369.4% | +339.4% |
| 3Y | +26.0% | +176.6% | -150.6% | -10.6% |
| 5Y | -70.3% | +237.1% | -307.4% | -79.8% |
| All | +629.1% | +569.6% | +59.5% | +353.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling