+2,111.2%
SOXL vs MRNA
+554.4%
+1,556.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.4% | -0.1% | +4.2% |
| 7D | +3.9% | -1.1% | +5.0% | +4.0% |
| 30D | -14.3% | +126.1% | -140.4% | -43.9% |
| 3M | -45.6% | +190.0% | -235.6% | -68.6% |
| 6M | +117.2% | +157.2% | -40.0% | +33.6% |
| YTD | +189.8% | +388.2% | -198.4% | +40.5% |
| 1Y | +317.7% | +467.0% | -149.3% | +90.0% |
| 3Y | +478.6% | +36.1% | +442.6% | +306.1% |
| 5Y | +169.5% | -68.0% | +237.5% | +142.8% |
| All | +2,111.2% | +554.4% | +1,556.7% | +1,302.9% |
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