+40.3%
QLD vs MRNA
+444.4%
-404.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.5% |
| 7D | +1.9% | -10.1% | +12.0% | +2.1% |
| 30D | -1.8% | +126.7% | -128.5% | -5.3% |
| 3M | -0.1% | +184.1% | -184.2% | -8.3% |
| 6M | +32.6% | +143.3% | -110.7% | +23.9% |
| YTD | +27.9% | +359.9% | -331.9% | +12.0% |
| 1Y | +40.3% | +454.2% | -413.9% | +21.2% |
| All | +40.3% | +444.4% | -404.1% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling