+696.9%
AVGO vs MRNA
-67.9%
+764.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.4% | -5.1% | +0.1% |
| 7D | +1.1% | -1.1% | +2.2% | +1.2% |
| 30D | -13.0% | +126.1% | -139.1% | -19.3% |
| 3M | -6.0% | +190.0% | -196.0% | -16.6% |
| 6M | +6.4% | +157.2% | -150.9% | -4.3% |
| YTD | +5.0% | +388.2% | -383.2% | -15.0% |
| 1Y | +1.4% | +467.0% | -465.6% | -20.5% |
| 3Y | +336.8% | +36.1% | +300.7% | +300.3% |
| All | +696.9% | -67.9% | +764.8% | +678.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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