-51.2%
SWKS vs MRNA
-67.6%
+16.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.6% | +5.4% | +2.1% |
| 7D | +11.8% | -9.0% | +20.9% | +12.6% |
| 30D | +6.7% | +137.2% | -130.4% | -7.9% |
| 3M | 0.0% | +194.8% | -194.8% | -18.4% |
| 6M | +38.7% | +167.2% | -128.5% | +14.7% |
| YTD | +21.4% | +375.9% | -354.5% | -12.3% |
| 1Y | +2.9% | +465.2% | -462.3% | -29.1% |
| 3Y | -16.4% | +30.4% | -46.8% | -28.5% |
| 5Y | -51.2% | -66.8% | +15.7% | -55.2% |
| All | -51.2% | -67.6% | +16.5% | -55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling