+47.3%
SWKS vs MRNA
+1,040.1%
-992.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.8% | +6.6% | +0.3% |
| 7D | -3.1% | +9.8% | -13.0% | -3.8% |
| 30D | +8.3% | +11.5% | -3.1% | +7.3% |
| 3M | +20.2% | +319.4% | -299.1% | +2.2% |
| 6M | +24.9% | +361.5% | -336.6% | +4.1% |
| YTD | +33.2% | +750.6% | -717.4% | +2.1% |
| 1Y | +23.6% | +913.0% | -889.5% | -7.5% |
| 3Y | +1.3% | +258.1% | -256.8% | -17.8% |
| 5Y | -40.6% | +9.6% | -50.1% | -48.8% |
| All | +47.3% | +1,040.1% | -992.8% | +21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling