-35.6%
DOCN vs MRNA
+9.1%
-44.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.3% | -2.8% | +2.0% |
| 7D | -19.2% | +14.6% | -33.8% | -20.4% |
| 30D | -43.1% | +29.4% | -72.4% | -44.7% |
| 3M | -40.7% | +371.9% | -412.6% | -56.5% |
| 6M | -55.0% | +421.0% | -476.0% | -68.8% |
| YTD | +50.6% | +762.0% | -711.3% | -15.4% |
| 1Y | +54.0% | +944.8% | -890.8% | -19.9% |
| 3Y | +203.9% | +252.7% | -48.8% | +100.2% |
| All | -35.6% | +9.1% | -44.7% | -42.4% |
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