+7.0%
SHW vs MRNA
+945.0%
-938.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +13.1% | -6.5% | +6.3% |
| 7D | +13.3% | +20.6% | -7.3% | +12.8% |
| 30D | +14.1% | +27.1% | -13.0% | +13.4% |
| 3M | +0.8% | +353.4% | -352.6% | -5.3% |
| 6M | +17.6% | +446.3% | -428.6% | +8.1% |
| YTD | +13.0% | +776.2% | -763.2% | +1.2% |
| 1Y | +7.0% | +987.9% | -980.9% | -7.5% |
| All | +7.0% | +945.0% | -938.0% | -7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling