+262.5%
QCOM vs MRNA
+561.6%
-299.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.2% |
| 7D | +3.3% | +5.5% | -2.1% | +3.0% |
| 30D | +7.7% | +158.7% | -151.0% | -3.5% |
| 3M | -30.1% | +182.1% | -212.2% | -38.1% |
| 6M | +22.8% | +151.8% | -129.0% | +9.5% |
| YTD | +0.2% | +393.6% | -393.4% | -16.6% |
| 1Y | +7.9% | +499.5% | -491.6% | -12.3% |
| 3Y | +55.8% | +29.3% | +26.5% | +39.9% |
| 5Y | +30.1% | -65.1% | +95.1% | +18.4% |
| All | +262.5% | +561.6% | -299.0% | +237.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling