+287.0%
MRNA vs SW
+48.2%
+238.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.7% |
| 7D | +21.8% | +1.8% | +20.0% | +21.2% |
| 30D | +19.6% | +7.0% | +12.5% | +16.3% |
| 3M | +354.6% | -7.6% | +362.3% | +371.5% |
| 6M | +394.9% | +8.5% | +386.4% | +388.0% |
| YTD | +812.2% | +17.7% | +794.5% | +765.4% |
| 1Y | +996.2% | +27.1% | +969.1% | +914.2% |
| 3Y | +287.0% | +48.2% | +238.8% | +275.0% |
| All | +287.0% | +48.2% | +238.8% | +275.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling