+86.8%
SCHW vs MRNA
+34.8%
+52.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.5% | -0.1% |
| 7D | -1.9% | -1.1% | -0.8% | -1.9% |
| 30D | -1.6% | +126.1% | -127.7% | -3.7% |
| 3M | +21.3% | +190.0% | -168.8% | +16.6% |
| 6M | +16.5% | +157.2% | -140.7% | +12.6% |
| YTD | +8.4% | +388.2% | -379.8% | +0.1% |
| 1Y | +15.6% | +467.0% | -451.4% | +5.3% |
| 3Y | +86.8% | +36.1% | +50.8% | +68.9% |
| All | +86.8% | +34.8% | +52.0% | +68.9% |
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