+18.9%
SWKS vs MRNA
+945.0%
-926.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +13.1% | -16.0% | -3.0% |
| 7D | -4.9% | +20.6% | -25.6% | -5.1% |
| 30D | -1.2% | +27.1% | -28.3% | -1.5% |
| 3M | +24.2% | +353.4% | -329.2% | +19.8% |
| 6M | +21.5% | +446.3% | -424.8% | +14.9% |
| YTD | +33.5% | +776.2% | -742.7% | +18.3% |
| 1Y | +18.9% | +987.9% | -969.0% | +0.6% |
| All | +18.9% | +945.0% | -926.1% | +0.6% |
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