-69.6%
MRNA vs FDX
+62.9%
-132.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -8.2% | -3.9% | -4.4% | -6.9% |
| 30D | +125.6% | -3.3% | +128.9% | +128.2% |
| 3M | +197.1% | -2.0% | +199.0% | +197.2% |
| 6M | +148.5% | +8.0% | +140.4% | +137.8% |
| YTD | +363.3% | +35.0% | +328.3% | +307.3% |
| 1Y | +462.0% | +73.7% | +388.3% | +349.5% |
| 3Y | +26.9% | +61.6% | -34.7% | +1.0% |
| 5Y | -69.6% | +65.4% | -135.0% | -79.1% |
| All | -69.6% | +62.9% | -132.5% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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