+94.6%
SOFI vs MRNA
+34.8%
+59.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.4% | -4.7% | +0.2% |
| 7D | -4.9% | -1.1% | -3.9% | -4.9% |
| 30D | -3.5% | +126.1% | -129.6% | -15.1% |
| 3M | +3.9% | +190.0% | -186.1% | -14.0% |
| 6M | -6.5% | +157.2% | -163.8% | -21.0% |
| YTD | -33.8% | +388.2% | -422.0% | -52.1% |
| 1Y | -33.3% | +467.0% | -500.3% | -54.0% |
| 3Y | +94.6% | +36.1% | +58.5% | +77.3% |
| All | +94.6% | +34.8% | +59.8% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling