-99.2%
SOXS vs MRNA
+161.9%
-261.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.4% | -10.9% | -5.6% |
| 7D | -4.7% | -1.1% | -3.7% | -4.7% |
| 30D | +7.7% | +126.1% | -118.4% | +5.8% |
| 3M | -10.2% | +190.0% | -200.2% | +22.4% |
| 6M | -99.2% | +157.2% | -256.4% | -98.9% |
| All | -99.2% | +161.9% | -261.1% | -98.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling