+896.2%
QLD vs MRNA
+561.6%
+334.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.6% | +0.5% |
| 7D | +0.6% | +5.5% | -4.9% | 0.0% |
| 30D | -0.1% | +158.7% | -158.9% | -17.3% |
| 3M | -8.4% | +182.1% | -190.5% | -25.8% |
| 6M | +32.2% | +151.8% | -119.6% | +8.7% |
| YTD | +28.9% | +393.6% | -364.7% | -6.2% |
| 1Y | +43.8% | +499.5% | -455.6% | +0.3% |
| 3Y | +176.6% | +29.3% | +147.3% | +134.2% |
| 5Y | +121.6% | -65.1% | +186.6% | +107.3% |
| All | +896.2% | +561.6% | +334.6% | +606.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling