-34.2%
MRNA vs SOXQ
+286.7%
-320.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.6% | +4.5% |
| 7D | -1.1% | +0.8% | -1.8% | -1.5% |
| 30D | +126.1% | -4.6% | +130.7% | +129.6% |
| 3M | +190.0% | -10.2% | +200.2% | +195.8% |
| 6M | +157.2% | +49.7% | +107.6% | +89.3% |
| YTD | +388.2% | +67.2% | +321.0% | +236.5% |
| 1Y | +467.0% | +98.0% | +369.0% | +249.9% |
| 3Y | +36.1% | +237.2% | -201.1% | -42.0% |
| 5Y | -68.0% | +261.3% | -329.3% | -87.3% |
| All | -34.2% | +286.7% | -320.9% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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