-28.2%
SOFI vs MRNA
+511.3%
-539.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.7% | -1.5% |
| 7D | +0.9% | +5.5% | -4.6% | +0.6% |
| 30D | -0.2% | +158.7% | -158.9% | -8.5% |
| 3M | +6.2% | +182.1% | -175.9% | -4.0% |
| 6M | -2.6% | +151.8% | -154.4% | -11.5% |
| YTD | -30.4% | +393.6% | -424.0% | -39.2% |
| 1Y | -28.2% | +499.5% | -527.7% | -36.5% |
| All | -28.2% | +511.3% | -539.5% | -36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling