+226.8%
SOXX vs MRNA
+34.8%
+192.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.4% | -3.5% | +1.6% |
| 7D | +1.4% | -1.1% | +2.5% | +1.4% |
| 30D | -3.6% | +126.1% | -129.7% | -10.8% |
| 3M | -10.2% | +190.0% | -200.2% | -22.1% |
| 6M | +54.2% | +157.2% | -103.0% | +36.4% |
| YTD | +75.2% | +388.2% | -313.0% | +35.4% |
| 1Y | +107.5% | +467.0% | -359.5% | +54.0% |
| 3Y | +226.8% | +36.1% | +190.7% | +184.2% |
| All | +226.8% | +34.8% | +192.0% | +184.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling