+9.6%
MRNA vs FN
+194.7%
-185.2%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.8% | -2.0% | -6.0% |
| 7D | +9.8% | -4.1% | +13.9% | +10.2% |
| 30D | +11.5% | -28.3% | +39.8% | +16.5% |
| 3M | +319.4% | -33.9% | +353.3% | +340.3% |
| 6M | +361.5% | -43.9% | +405.4% | +390.8% |
| YTD | +750.6% | -23.4% | +774.0% | +716.0% |
| 1Y | +913.0% | -25.4% | +938.5% | +874.6% |
| 3Y | +258.1% | +107.9% | +150.2% | +142.6% |
| 5Y | +9.6% | +195.1% | -185.5% | -42.2% |
| All | +9.6% | +194.7% | -185.2% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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