+467.0%
MRNA vs BRO
-27.7%
+494.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.5% |
| 7D | -1.1% | -7.3% | +6.2% | +3.8% |
| 30D | +126.1% | -6.9% | +133.0% | +134.9% |
| 3M | +190.0% | +10.7% | +179.4% | +193.9% |
| 6M | +157.2% | -2.7% | +159.9% | +167.0% |
| YTD | +388.2% | -16.3% | +404.5% | +421.5% |
| 1Y | +467.0% | -29.1% | +496.1% | +538.0% |
| All | +467.0% | -27.7% | +494.8% | +538.0% |
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