+365.3%
QQQ vs MRNA
+554.4%
-189.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.5% | +0.6% |
| 7D | -0.6% | -1.1% | +0.5% | -0.5% |
| 30D | -1.2% | +126.1% | -127.3% | -8.8% |
| 3M | -0.2% | +190.0% | -190.2% | -10.2% |
| 6M | +17.9% | +157.2% | -139.3% | +6.9% |
| YTD | +16.6% | +388.2% | -371.6% | -0.3% |
| 1Y | +23.0% | +467.0% | -444.1% | +3.3% |
| 3Y | +92.9% | +36.1% | +56.9% | +76.4% |
| 5Y | +95.6% | -68.0% | +163.6% | +88.3% |
| All | +365.3% | +554.4% | -189.1% | +285.3% |
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