-5.0%
MRNA vs DOCS
-52.4%
+47.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.9% | -3.5% |
| 7D | -12.1% | +2.6% | -14.7% | -12.6% |
| 30D | -1.3% | +11.4% | -12.7% | -3.5% |
| 3M | +250.9% | +25.4% | +225.5% | +234.0% |
| 6M | +343.0% | +42.5% | +300.5% | +304.9% |
| YTD | +657.4% | -24.7% | +682.1% | +675.4% |
| 1Y | +794.9% | -32.9% | +827.9% | +835.2% |
| 3Y | +218.1% | +39.6% | +178.5% | +158.1% |
| All | -5.0% | -52.4% | +47.4% | +4.4% |
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