+866.9%
QLD vs MRNA
+521.0%
+345.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.2% |
| 7D | -2.6% | -8.2% | +5.6% | -1.9% |
| 30D | -3.3% | +125.6% | -128.8% | -18.3% |
| 3M | +1.8% | +197.1% | -195.3% | -18.7% |
| 6M | +29.7% | +148.5% | -118.8% | +6.5% |
| YTD | +25.1% | +363.3% | -338.2% | -8.4% |
| 1Y | +37.1% | +462.0% | -424.9% | -3.8% |
| 3Y | +176.3% | +26.9% | +149.4% | +133.7% |
| 5Y | +121.0% | -69.6% | +190.6% | +109.1% |
| All | +866.9% | +521.0% | +345.9% | +589.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling