+40.5%
MRNA vs QQQI
+57.7%
-17.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +4.4% |
| 7D | -1.1% | -0.3% | -0.7% | -0.7% |
| 30D | +126.1% | -0.3% | +126.4% | +126.9% |
| 3M | +190.0% | +1.3% | +188.7% | +183.3% |
| 6M | +157.2% | +11.5% | +145.7% | +125.0% |
| YTD | +388.2% | +11.3% | +376.9% | +328.7% |
| 1Y | +467.0% | +16.9% | +450.2% | +370.1% |
| All | +40.5% | +57.7% | -17.2% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 all: compounded portfolio wealth divided by compounded QQQI 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…
all analysis · Full analysis span regression · 6 months rolling