+235.0%
MRNA vs DOC
+43.2%
+191.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.4% |
| 7D | +8.4% | +6.2% | +2.2% | +4.8% |
| 30D | +28.8% | +6.5% | +22.3% | +23.3% |
| 3M | +329.2% | -6.2% | +335.5% | +344.2% |
| 6M | +416.9% | +25.6% | +391.3% | +345.4% |
| YTD | +718.8% | +32.1% | +686.7% | +581.9% |
| 1Y | +924.9% | +20.3% | +904.6% | +804.3% |
| All | +235.0% | +43.2% | +191.9% | +160.3% |
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