-16.4%
SWKS vs MRNA
+30.4%
-46.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.6% | +5.4% | +2.0% |
| 7D | +11.8% | -9.0% | +20.9% | +12.4% |
| 30D | +6.7% | +137.2% | -130.4% | -3.9% |
| 3M | 0.0% | +194.8% | -194.8% | -14.8% |
| 6M | +38.7% | +167.2% | -128.5% | +19.7% |
| YTD | +21.4% | +375.9% | -354.5% | -9.1% |
| 1Y | +2.9% | +465.2% | -462.3% | -26.9% |
| 3Y | -16.4% | +30.4% | -46.8% | -30.1% |
| All | -16.4% | +30.4% | -46.8% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling