-53.1%
FISV vs MRNA
-67.9%
+14.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +5.4% | 0.0% | +5.3% |
| 7D | -2.7% | -1.1% | -1.6% | -2.6% |
| 30D | 0.0% | +126.1% | -126.1% | -4.3% |
| 3M | -2.8% | +190.0% | -192.8% | -8.6% |
| 6M | -11.8% | +157.2% | -169.1% | -16.6% |
| YTD | -23.2% | +388.2% | -411.4% | -30.5% |
| 1Y | -62.0% | +467.0% | -529.0% | -66.0% |
| 3Y | -57.6% | +36.1% | -93.7% | -59.6% |
| All | -53.1% | -67.9% | +14.7% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling