+178.2%
SOUN vs MRNA
+34.8%
+143.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -0.8% |
| 7D | -7.1% | -1.1% | -6.0% | -7.0% |
| 30D | -15.4% | +126.1% | -141.5% | -26.8% |
| 3M | -10.6% | +190.0% | -200.6% | -28.6% |
| 6M | -19.6% | +157.2% | -176.9% | -34.2% |
| YTD | -37.2% | +388.2% | -425.4% | -58.5% |
| 1Y | -57.1% | +467.0% | -524.1% | -73.4% |
| 3Y | +178.2% | +36.1% | +142.1% | +104.3% |
| All | +178.2% | +34.8% | +143.4% | +104.3% |
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