+152.0%
QQQM vs MRNA
+89.6%
+62.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.2% |
| 3M | -0.1% | +190.0% | -190.1% | -11.2% |
| 6M | +18.0% | +157.2% | -139.3% | +5.9% |
| YTD | +16.7% | +388.2% | -371.5% | -3.0% |
| 1Y | +23.0% | +467.0% | -444.0% | -0.1% |
| 3Y | +93.3% | +36.1% | +57.3% | +76.1% |
| 5Y | +96.3% | -68.0% | +164.2% | +91.3% |
| All | +152.0% | +89.6% | +62.4% | +104.4% |
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