+36.3%
SWKS vs MRNA
+516.4%
-480.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +1.8% |
| 7D | +6.8% | -10.1% | +16.9% | +7.5% |
| 30D | +11.3% | +126.7% | -115.5% | -1.0% |
| 3M | +4.1% | +184.1% | -180.1% | -10.5% |
| 6M | +39.7% | +143.3% | -103.6% | +21.9% |
| YTD | +23.2% | +359.9% | -336.6% | -1.2% |
| 1Y | +5.3% | +454.2% | -448.9% | -17.9% |
| 3Y | -15.1% | +26.0% | -41.1% | -25.4% |
| 5Y | -50.3% | -70.3% | +19.9% | -54.3% |
| All | +36.3% | +516.4% | -480.1% | +17.9% |
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 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