-16.5%
SOUN vs MRNA
+0.2%
-16.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -1.0% |
| 7D | -7.1% | -1.1% | -6.0% | -7.0% |
| 30D | -15.4% | +126.1% | -141.5% | -33.1% |
| 3M | -10.6% | +190.0% | -200.6% | -36.4% |
| 6M | -19.6% | +157.2% | -176.9% | -41.1% |
| YTD | -37.2% | +388.2% | -425.4% | -65.2% |
| 1Y | -57.1% | +467.0% | -524.1% | -78.2% |
| 3Y | +178.2% | +36.1% | +142.1% | +121.3% |
| All | -16.5% | +0.2% | -16.7% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling