+654.5%
MRNA vs FIS
-56.4%
+710.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.9% | +2.3% | -2.7% |
| 7D | -9.0% | -3.5% | -5.6% | -8.6% |
| 30D | +137.2% | -7.8% | +145.0% | +139.7% |
| 3M | +194.8% | +0.8% | +194.0% | +193.1% |
| 6M | +167.2% | -21.9% | +189.1% | +176.4% |
| YTD | +375.9% | -39.5% | +415.3% | +414.0% |
| 1Y | +465.2% | -41.0% | +506.1% | +513.2% |
| 3Y | +30.4% | -23.6% | +54.0% | +37.1% |
| 5Y | -66.8% | -65.6% | -1.2% | -64.5% |
| All | +654.5% | -56.4% | +710.9% | +522.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling