+1,266.6%
MRNA vs DOC
+1.7%
+1,264.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.1% |
| 7D | +14.6% | +6.5% | +8.2% | +13.2% |
| 30D | +29.4% | +9.2% | +20.2% | +26.7% |
| 3M | +371.9% | -2.5% | +374.4% | +374.1% |
| 6M | +421.0% | +7.1% | +413.9% | +412.8% |
| YTD | +762.0% | +33.0% | +729.0% | +712.2% |
| 1Y | +944.8% | +23.3% | +921.5% | +897.8% |
| 3Y | +252.7% | +44.9% | +207.8% | +232.4% |
| 5Y | +7.3% | -21.6% | +28.9% | +2.3% |
| All | +1,266.6% | +1.7% | +1,264.9% | +1,158.1% |
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