+33.9%
MRNA vs AMIX
-99.9%
+133.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.6% |
| 7D | -9.0% | -3.4% | -5.7% | -9.0% |
| 30D | +137.2% | -54.4% | +191.5% | +138.4% |
| 3M | +194.8% | -45.7% | +240.6% | +189.7% |
| 6M | +167.2% | -49.2% | +216.4% | +162.4% |
| YTD | +375.9% | -60.3% | +436.2% | +368.4% |
| 1Y | +465.2% | -81.4% | +546.5% | +460.0% |
| All | +33.9% | -99.9% | +133.7% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling