+252.7%
MRNA vs DOC
+44.2%
+208.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +4.9% |
| 7D | +14.6% | +6.5% | +8.2% | +10.7% |
| 30D | +29.4% | +9.2% | +20.2% | +22.0% |
| 3M | +371.9% | -2.5% | +374.4% | +378.0% |
| 6M | +421.0% | +7.1% | +413.9% | +397.5% |
| YTD | +762.0% | +33.0% | +729.0% | +615.0% |
| 1Y | +944.8% | +23.3% | +921.5% | +808.1% |
| 3Y | +252.7% | +44.9% | +207.8% | +172.9% |
| All | +252.7% | +44.2% | +208.5% | +172.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling