+38.8%
MRNA vs AMIX
-99.9%
+138.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -2.2% |
| 7D | +5.5% | -13.7% | +19.2% | +5.6% |
| 30D | +158.7% | -62.1% | +220.8% | +160.4% |
| 3M | +182.1% | -46.2% | +228.3% | +177.3% |
| 6M | +151.8% | -46.4% | +198.2% | +147.1% |
| YTD | +393.6% | -60.3% | +453.8% | +385.8% |
| 1Y | +499.5% | -79.7% | +579.1% | +493.5% |
| All | +38.8% | -99.9% | +138.7% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling