+1,248.5%
MRNA vs DOCU
+84.9%
+1,163.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.1% | -6.6% | -6.7% |
| 7D | +9.8% | -3.4% | +13.2% | +10.8% |
| 30D | +11.5% | +9.3% | +2.2% | +8.7% |
| 3M | +319.4% | +30.2% | +289.2% | +288.8% |
| 6M | +361.5% | +62.1% | +299.4% | +300.3% |
| YTD | +750.6% | +13.5% | +737.0% | +697.5% |
| 1Y | +913.0% | +11.5% | +901.5% | +852.7% |
| 3Y | +258.1% | +89.5% | +168.6% | +176.9% |
| 5Y | +9.6% | -69.6% | +79.2% | +18.9% |
| All | +1,248.5% | +84.9% | +1,163.6% | +785.5% |
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