-28.0%
SOXS vs MRNA
+189.4%
-217.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.7% | +7.3% | +8.1% |
| 7D | -9.4% | -8.2% | -1.2% | -9.2% |
| 30D | +6.2% | +125.6% | -119.4% | +3.8% |
| 3M | -28.0% | +197.1% | -225.1% | -37.3% |
| All | -28.0% | +189.4% | -217.4% | -37.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling