+1,248.5%
MRNA vs DOC
+2.5%
+1,246.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.0% | -5.7% | -6.5% |
| 7D | +9.8% | +4.3% | +5.5% | +8.9% |
| 30D | +11.5% | +9.2% | +2.3% | +9.2% |
| 3M | +319.4% | -0.8% | +320.2% | +319.9% |
| 6M | +361.5% | +7.1% | +354.4% | +354.4% |
| YTD | +750.6% | +34.0% | +716.6% | +700.4% |
| 1Y | +913.0% | +23.2% | +889.8% | +867.7% |
| 3Y | +258.1% | +53.6% | +204.5% | +235.7% |
| 5Y | +9.6% | -20.4% | +30.0% | +4.4% |
| All | +1,248.5% | +2.5% | +1,246.1% | +1,139.9% |
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