-66.6%
MRNA vs DOCU
-78.0%
+11.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -3.3% |
| 7D | +5.5% | +6.9% | -1.4% | +3.3% |
| 30D | +158.7% | +19.0% | +139.7% | +146.1% |
| 3M | +182.1% | +34.3% | +147.8% | +158.1% |
| 6M | +151.8% | +48.0% | +103.8% | +121.4% |
| YTD | +393.6% | 0.0% | +393.5% | +380.0% |
| 1Y | +499.5% | -10.3% | +509.7% | +497.8% |
| 3Y | +29.3% | +32.4% | -3.1% | +8.2% |
| All | -66.6% | -78.0% | +11.3% | -55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling