-40.8%
SOFI vs MRNA
+945.0%
-985.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +13.1% | -9.5% | +2.9% |
| 7D | +1.4% | +20.6% | -19.2% | +0.4% |
| 30D | +9.2% | +27.1% | -18.0% | +7.6% |
| 3M | -7.1% | +353.4% | -360.4% | -18.4% |
| 6M | +7.3% | +446.3% | -439.0% | -9.7% |
| YTD | -33.6% | +776.2% | -809.8% | -49.7% |
| 1Y | -40.8% | +987.9% | -1,028.7% | -59.7% |
| All | -40.8% | +945.0% | -985.8% | -59.7% |
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