+674.0%
MRNA vs FCUV
-99.7%
+773.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.3% | +2.1% | +5.4% |
| 7D | -1.1% | -66.5% | +65.4% | -0.7% |
| 30D | +126.1% | +5.0% | +121.1% | +125.8% |
| 3M | +190.0% | +63.8% | +126.2% | +185.5% |
| 6M | +157.2% | -67.8% | +225.1% | +158.6% |
| YTD | +388.2% | -82.4% | +470.6% | +395.3% |
| 1Y | +467.0% | -94.7% | +561.8% | +486.9% |
| 3Y | +36.1% | -99.3% | +135.3% | +41.0% |
| 5Y | -68.0% | -99.9% | +31.9% | -66.2% |
| All | +674.0% | -99.7% | +773.7% | +646.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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