+361.3%
QQQ vs MRNA
+521.0%
-159.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.1% |
| 7D | -1.3% | -8.2% | +7.0% | -0.9% |
| 30D | -1.4% | +125.6% | -126.9% | -9.1% |
| 3M | +2.3% | +197.1% | -194.8% | -8.3% |
| 6M | +16.9% | +148.5% | -131.6% | +6.1% |
| YTD | +15.6% | +363.3% | -347.6% | -0.9% |
| 1Y | +22.6% | +462.0% | -439.4% | +2.8% |
| 3Y | +93.5% | +26.9% | +66.6% | +77.7% |
| 5Y | +93.9% | -69.6% | +163.5% | +87.2% |
| All | +361.3% | +521.0% | -159.7% | +282.9% |
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