+462.0%
MRNA vs DOCS
-64.6%
+526.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.1% |
| 7D | -8.2% | -8.8% | +0.6% | -5.8% |
| 30D | +125.6% | -5.4% | +130.9% | +127.8% |
| 3M | +197.1% | +22.1% | +175.0% | +187.2% |
| 6M | +148.5% | -0.3% | +148.8% | +144.0% |
| YTD | +363.3% | -44.2% | +407.5% | +370.7% |
| 1Y | +462.0% | -64.2% | +526.2% | +492.3% |
| All | +462.0% | -64.6% | +526.5% | +492.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DOCS 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling