-5.0%
MRNA vs DOC
-21.4%
+16.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.3% | -3.3% |
| 7D | -12.1% | -0.9% | -11.2% | -11.6% |
| 30D | -1.3% | +7.7% | -9.0% | -5.8% |
| 3M | +250.9% | -2.0% | +252.9% | +254.5% |
| 6M | +343.0% | +5.9% | +337.2% | +326.5% |
| YTD | +657.4% | +31.8% | +625.6% | +539.8% |
| 1Y | +794.9% | +22.5% | +772.4% | +686.4% |
| 3Y | +218.1% | +54.7% | +163.4% | +145.1% |
| All | -5.0% | -21.4% | +16.4% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling