+184.2%
QLD vs MRNA
+30.4%
+153.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | 0.0% |
| 7D | +3.0% | -9.0% | +12.0% | +3.5% |
| 30D | -1.8% | +137.2% | -139.0% | -11.0% |
| 3M | -1.8% | +194.8% | -196.6% | -15.7% |
| 6M | +36.9% | +167.2% | -130.3% | +19.4% |
| YTD | +28.7% | +375.9% | -347.2% | -0.3% |
| 1Y | +41.9% | +465.2% | -423.3% | +5.0% |
| 3Y | +184.2% | +30.4% | +153.8% | +143.8% |
| All | +184.2% | +30.4% | +153.8% | +143.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling