+167.0%
SHW vs MRNA
+554.4%
-387.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.4% | -3.5% | +1.7% |
| 7D | -3.1% | -1.1% | -2.0% | -3.1% |
| 30D | -10.0% | +126.1% | -136.2% | -14.8% |
| 3M | +2.3% | +190.0% | -187.8% | -4.5% |
| 6M | +0.7% | +157.2% | -156.6% | -5.6% |
| YTD | +0.5% | +388.2% | -387.7% | -8.7% |
| 1Y | -11.5% | +467.0% | -478.5% | -20.3% |
| 3Y | +21.3% | +36.1% | -14.7% | +13.7% |
| 5Y | +12.5% | -68.0% | +80.5% | +5.9% |
| All | +167.0% | +554.4% | -387.4% | +161.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling