+499.5%
MRNA vs BRO
-24.4%
+523.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.7% | -1.2% |
| 7D | +5.5% | -2.6% | +8.1% | +7.2% |
| 30D | +158.7% | +0.9% | +157.8% | +155.9% |
| 3M | +182.1% | +24.8% | +157.4% | +171.2% |
| 6M | +151.8% | -0.1% | +151.9% | +150.2% |
| YTD | +393.6% | -9.7% | +403.3% | +404.0% |
| 1Y | +499.5% | -24.5% | +523.9% | +558.1% |
| All | +499.5% | -24.4% | +523.9% | +558.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling