+771.4%
QLD vs MRNA
+915.3%
-143.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +1.0% | -2.1% |
| 7D | +7.0% | -12.1% | +19.1% | +8.3% |
| 30D | -14.3% | -1.3% | -13.0% | -14.3% |
| 3M | -16.0% | +250.9% | -266.9% | -31.9% |
| 6M | -14.2% | +343.0% | -357.3% | -33.8% |
| YTD | +12.8% | +657.4% | -644.7% | -21.4% |
| 1Y | +14.1% | +794.9% | -780.8% | -23.0% |
| 3Y | +146.0% | +218.1% | -72.2% | +85.7% |
| 5Y | +82.0% | -3.4% | +85.4% | +56.9% |
| All | +771.4% | +915.3% | -143.9% | +491.3% |
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 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