+478.6%
SOXL vs MRNA
+34.8%
+443.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.4% | -0.1% | +4.5% |
| 7D | +3.9% | -1.1% | +5.0% | +4.0% |
| 30D | -14.3% | +126.1% | -140.4% | -34.6% |
| 3M | -45.6% | +190.0% | -235.6% | -66.2% |
| 6M | +117.2% | +157.2% | -40.0% | +48.1% |
| YTD | +189.8% | +388.2% | -198.4% | +34.4% |
| 1Y | +317.7% | +467.0% | -149.3% | +73.0% |
| 3Y | +478.6% | +36.1% | +442.6% | +320.8% |
| All | +478.6% | +34.8% | +443.8% | +320.8% |
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 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