-99.8%
SOXS vs MRNA
+511.3%
-611.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -2.2% | -8.0% | -10.3% |
| 7D | -7.0% | +5.5% | -12.5% | -6.9% |
| 30D | +2.8% | +158.7% | -155.9% | +14.1% |
| 3M | -9.8% | +182.1% | -192.0% | +14.0% |
| 6M | -99.2% | +151.8% | -251.0% | -98.9% |
| YTD | -99.5% | +393.6% | -493.1% | -99.1% |
| 1Y | -99.8% | +499.5% | -599.2% | -99.6% |
| All | -99.8% | +511.3% | -611.1% | -99.6% |
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