-3.7%
FISV vs MRNA
+945.0%
-948.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +13.1% | -6.9% | +6.1% |
| 7D | +29.6% | +20.6% | +9.0% | +29.4% |
| 30D | +34.5% | +27.1% | +7.3% | +34.0% |
| 3M | +11.2% | +353.4% | -342.1% | +7.9% |
| 6M | -1.2% | +446.3% | -447.5% | -5.2% |
| YTD | -7.6% | +776.2% | -783.8% | -14.9% |
| 1Y | -3.7% | +987.9% | -991.6% | -13.7% |
| All | -3.7% | +945.0% | -948.7% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 1y: compounded portfolio wealth divided by compounded MRNA 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…
1y analysis · Full analysis span regression · 6 months rolling