+31.8%
SWKS vs MRNA
+561.6%
-529.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.8% | +3.7% |
| 7D | +12.5% | +5.5% | +7.0% | +12.1% |
| 30D | +10.5% | +158.7% | -148.2% | -2.8% |
| 3M | -7.4% | +182.1% | -189.5% | -20.0% |
| 6M | +32.7% | +151.8% | -119.2% | +15.7% |
| YTD | +19.2% | +393.6% | -374.4% | -4.9% |
| 1Y | +2.4% | +499.5% | -497.1% | -20.6% |
| 3Y | -25.6% | +29.3% | -54.9% | -34.7% |
| 5Y | -53.4% | -65.1% | +11.6% | -57.4% |
| All | +31.8% | +561.6% | -529.8% | +13.5% |
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