+799.2%
QLD vs MRNA
+1,030.4%
-231.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.7% |
| 7D | -1.2% | -3.8% | +2.6% | -0.8% |
| 30D | -15.7% | +16.4% | -32.1% | -17.0% |
| 3M | -10.0% | +310.6% | -320.6% | -28.4% |
| 6M | -11.2% | +370.3% | -381.5% | -31.7% |
| YTD | +16.4% | +743.3% | -726.9% | -19.7% |
| 1Y | +12.7% | +841.7% | -829.0% | -24.0% |
| 3Y | +152.3% | +255.0% | -102.7% | +88.5% |
| 5Y | +91.8% | +10.1% | +81.6% | +63.3% |
| All | +799.2% | +1,030.4% | -231.2% | +504.0% |
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