+29.1%
MRNA vs AME
+54.6%
-25.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.2% |
| 7D | -8.2% | 0.0% | -8.2% | -8.3% |
| 30D | +125.6% | -8.6% | +134.2% | +136.3% |
| 3M | +197.1% | +5.8% | +191.3% | +172.4% |
| 6M | +148.5% | +3.8% | +144.7% | +129.9% |
| YTD | +363.3% | +14.4% | +348.8% | +294.4% |
| 1Y | +462.0% | +25.8% | +436.2% | +343.8% |
| All | +29.1% | +54.6% | -25.5% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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