+5.8%
AVGO vs MRNA
+154.4%
-148.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.2% | -1.2% |
| 7D | -0.8% | -10.1% | +9.3% | -0.9% |
| 30D | -13.7% | +126.7% | -140.5% | -12.6% |
| 3M | -6.9% | +184.1% | -191.1% | -13.6% |
| 6M | +5.8% | +143.3% | -137.5% | +6.0% |
| All | +5.8% | +154.4% | -148.7% | +6.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling