+237.5%
DOCN vs MRNA
+221.0%
+16.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.7% | -4.0% |
| 7D | +19.1% | -12.1% | +31.2% | +19.8% |
| 30D | -21.0% | -1.3% | -19.7% | -21.0% |
| 3M | -34.7% | +250.9% | -285.7% | -39.7% |
| 6M | -45.8% | +343.0% | -388.8% | -53.3% |
| YTD | +79.4% | +657.4% | -578.1% | +31.1% |
| 1Y | +91.0% | +794.9% | -703.9% | +32.8% |
| 3Y | +237.5% | +218.1% | +19.3% | +151.0% |
| All | +237.5% | +221.0% | +16.5% | +151.0% |
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