+29.3%
MRNA vs AMIX
-99.9%
+129.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.1% | -3.4% |
| 7D | -10.1% | +1.6% | -11.6% | -10.1% |
| 30D | +126.7% | -50.8% | +177.5% | +127.8% |
| 3M | +184.1% | -46.3% | +230.4% | +179.3% |
| 6M | +143.3% | -49.9% | +193.1% | +139.0% |
| YTD | +359.9% | -60.4% | +420.3% | +352.6% |
| 1Y | +454.2% | -81.7% | +535.9% | +449.2% |
| All | +29.3% | -99.9% | +129.2% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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