+52.4%
QCOM vs MRNA
+232.4%
-180.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.0% | +7.3% | +0.8% |
| 7D | +13.0% | -4.2% | +17.2% | +13.3% |
| 30D | +0.2% | +7.0% | -6.8% | -0.3% |
| 3M | +9.2% | +263.4% | -254.1% | -3.4% |
| 6M | -15.0% | +334.3% | -349.3% | -28.5% |
| YTD | +5.2% | +684.5% | -679.3% | -23.1% |
| 1Y | +2.4% | +766.2% | -763.8% | -27.2% |
| All | +52.4% | +232.4% | -180.0% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling