+137.2%
MRNA vs AMIX
-100.0%
+237.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -20.0% | +19.1% | -0.7% |
| 7D | -3.8% | -8.1% | +4.3% | -3.7% |
| 30D | +16.4% | -52.3% | +68.6% | +17.0% |
| 3M | +310.6% | -83.8% | +394.4% | +315.9% |
| 6M | +370.3% | -79.0% | +449.3% | +364.2% |
| YTD | +743.3% | -87.2% | +830.5% | +736.9% |
| 1Y | +841.7% | -91.7% | +933.3% | +837.4% |
| All | +137.2% | -100.0% | +237.2% | +143.9% |
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