+1,346.2%
MRNA vs DOCU
+85.1%
+1,261.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.8% |
| 7D | +21.8% | -4.8% | +26.6% | +23.4% |
| 30D | +19.6% | +9.4% | +10.2% | +16.5% |
| 3M | +354.6% | +29.0% | +325.6% | +322.5% |
| 6M | +394.9% | +62.3% | +332.6% | +329.2% |
| YTD | +812.2% | +13.7% | +798.5% | +755.0% |
| 1Y | +996.2% | +11.5% | +984.6% | +930.7% |
| 3Y | +287.0% | +94.2% | +192.8% | +197.2% |
| 5Y | +13.6% | -71.7% | +85.3% | +25.3% |
| All | +1,346.2% | +85.1% | +1,261.1% | +849.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling