+1,266.6%
MRNA vs SWK
+14.6%
+1,252.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.6% | +5.4% |
| 7D | +14.6% | +11.0% | +3.6% | +11.4% |
| 30D | +29.4% | +30.1% | -0.7% | +20.0% |
| 3M | +371.9% | +14.7% | +357.3% | +354.3% |
| 6M | +421.0% | +44.5% | +376.5% | +370.9% |
| YTD | +762.0% | +59.4% | +702.6% | +655.5% |
| 1Y | +944.8% | +77.5% | +867.2% | +790.9% |
| 3Y | +252.7% | +49.5% | +203.2% | +211.7% |
| 5Y | +7.3% | -24.9% | +32.2% | -4.7% |
| All | +1,266.6% | +14.6% | +1,252.0% | +1,024.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 all: compounded portfolio wealth divided by compounded SWK 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…
all analysis · Full analysis span regression · 6 months rolling