+60.2%
SWKS vs MRNA
+915.3%
-855.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.1% |
| 7D | +9.4% | -12.1% | +21.6% | +10.3% |
| 30D | +17.0% | -1.3% | +18.3% | +16.7% |
| 3M | +28.9% | +250.9% | -222.0% | +11.1% |
| 6M | +33.1% | +343.0% | -309.9% | +10.9% |
| YTD | +44.8% | +657.4% | -612.7% | +11.8% |
| 1Y | +36.2% | +794.9% | -758.7% | +2.8% |
| 3Y | +11.5% | +218.1% | -206.7% | -8.9% |
| 5Y | -37.1% | -3.4% | -33.7% | -45.3% |
| All | +60.2% | +915.3% | -855.1% | +33.3% |
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