-16.3%
SOUN vs MRNA
-4.9%
-11.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.2% |
| 7D | -6.8% | -8.2% | +1.4% | -5.8% |
| 30D | -15.2% | +125.6% | -140.8% | -33.7% |
| 3M | -7.0% | +197.1% | -204.0% | -35.2% |
| 6M | -20.5% | +148.5% | -169.0% | -41.8% |
| YTD | -37.0% | +363.3% | -400.3% | -64.9% |
| 1Y | -55.3% | +462.0% | -517.3% | -77.5% |
| 3Y | +173.0% | +26.9% | +146.1% | +121.0% |
| All | -16.3% | -4.9% | -11.3% | -41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling