+841.7%
MRNA vs SW
+25.9%
+815.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.4% |
| 7D | -3.8% | -2.6% | -1.2% | -2.3% |
| 30D | +16.4% | +7.2% | +9.1% | +11.7% |
| 3M | +310.6% | -10.5% | +321.0% | +335.7% |
| 6M | +370.3% | +9.9% | +360.4% | +374.3% |
| YTD | +743.3% | +17.2% | +726.1% | +708.8% |
| 1Y | +841.7% | +26.5% | +815.2% | +753.7% |
| All | +841.7% | +25.9% | +815.8% | +753.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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