+412.5%
MRNA vs Q
+75.4%
+337.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +0.5% |
| 7D | -8.2% | +4.1% | -12.3% | -7.7% |
| 30D | +125.6% | -10.7% | +136.3% | +128.1% |
| 3M | +197.1% | -11.7% | +208.8% | +189.9% |
| 6M | +148.5% | +8.3% | +140.2% | +120.7% |
| YTD | +363.3% | +51.3% | +312.0% | +269.0% |
| All | +412.5% | +75.4% | +337.1% | +306.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling