+29.1%
MRNA vs FIS
-25.6%
+54.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.4% | +0.5% |
| 7D | -8.2% | -8.9% | +0.7% | -6.1% |
| 30D | +125.6% | -9.9% | +135.5% | +131.2% |
| 3M | +197.1% | 0.0% | +197.1% | +192.8% |
| 6M | +148.5% | -22.9% | +171.4% | +167.1% |
| YTD | +363.3% | -40.9% | +404.2% | +457.8% |
| 1Y | +462.0% | -40.4% | +502.4% | +573.0% |
| All | +29.1% | -25.6% | +54.7% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 3y: compounded portfolio wealth divided by compounded FIS 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…
3y analysis · Full analysis span regression · 6 months rolling