+986.4%
MRNA vs SW
+26.3%
+960.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.7% |
| 7D | +21.8% | +1.8% | +20.0% | +20.9% |
| 30D | +19.6% | +7.0% | +12.5% | +14.9% |
| 3M | +354.6% | -7.6% | +362.3% | +378.9% |
| 6M | +394.9% | +8.5% | +386.4% | +399.4% |
| YTD | +812.2% | +17.7% | +794.5% | +771.9% |
| All | +986.4% | +26.3% | +960.1% | +872.4% |
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