-87.2%
SOXS vs MRNA
+909.7%
-996.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.2% | -6.5% | +45.8% | +38.9% |
| 7D | +94.9% | +8.4% | +86.5% | +95.6% |
| 30D | +174.1% | +28.8% | +145.3% | +177.1% |
| 3M | +82.4% | +329.2% | -246.8% | +106.6% |
| 6M | -27.7% | +416.9% | -444.7% | +2.6% |
| YTD | -86.6% | +718.8% | -805.4% | -74.0% |
| 1Y | -87.2% | +924.9% | -1,012.0% | -70.1% |
| All | -87.2% | +909.7% | -996.8% | -70.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling