+634.5%
MRNA vs FIVN
-26.3%
+660.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -8.2% | -11.3% | +3.1% | -5.5% |
| 30D | +125.6% | -7.3% | +132.9% | +129.3% |
| 3M | +197.1% | +41.7% | +155.4% | +170.7% |
| 6M | +148.5% | +78.3% | +70.2% | +108.4% |
| YTD | +363.3% | +50.9% | +312.4% | +300.9% |
| 1Y | +462.0% | +19.7% | +442.3% | +414.3% |
| 3Y | +26.9% | -55.7% | +82.7% | +42.7% |
| 5Y | -69.6% | -82.6% | +13.0% | -58.9% |
| All | +634.5% | -26.3% | +660.8% | +661.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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