+3.9%
MRNA vs DOCS
-51.8%
+55.7%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.0% | +7.3% | +5.7% |
| 7D | +14.6% | -0.8% | +15.4% | +15.0% |
| 30D | +29.4% | +17.4% | +12.0% | +25.1% |
| 3M | +371.9% | +57.4% | +314.6% | +327.5% |
| 6M | +421.0% | +26.5% | +394.4% | +387.8% |
| YTD | +762.0% | -26.6% | +788.5% | +786.7% |
| 1Y | +944.8% | -48.1% | +992.8% | +1,045.6% |
| 3Y | +252.7% | +52.6% | +200.1% | +179.8% |
| All | +3.9% | -51.8% | +55.7% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling