+164.6%
DOCN vs MRNA
+6.0%
+158.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +5.0% | +3.0% |
| 7D | +1.1% | +5.5% | -4.3% | +0.5% |
| 30D | -9.6% | +158.7% | -168.4% | -28.2% |
| 3M | -37.7% | +182.1% | -219.8% | -52.5% |
| 6M | +115.2% | +151.8% | -36.6% | +68.2% |
| YTD | +133.7% | +393.6% | -259.8% | +45.9% |
| 1Y | +250.2% | +499.5% | -249.3% | +102.5% |
| 3Y | +320.3% | +29.3% | +291.0% | +250.0% |
| 5Y | +53.1% | -65.1% | +118.2% | +50.6% |
| All | +164.6% | +6.0% | +158.6% | +90.9% |
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