+1,237.0%
MRNA vs DOC
+2.3%
+1,234.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.8% |
| 7D | -3.8% | +1.0% | -4.8% | -3.9% |
| 30D | +16.4% | +8.1% | +8.2% | +14.2% |
| 3M | +310.6% | +0.9% | +309.7% | +309.8% |
| 6M | +370.3% | +6.3% | +364.0% | +363.7% |
| YTD | +743.3% | +33.8% | +709.5% | +693.8% |
| 1Y | +841.7% | +21.6% | +820.0% | +801.5% |
| 3Y | +255.0% | +53.4% | +201.6% | +233.0% |
| 5Y | +10.1% | -21.0% | +31.1% | +4.9% |
| All | +1,237.0% | +2.3% | +1,234.7% | +1,129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling