-5.0%
MRNA vs DOCU
-69.6%
+64.7%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.7% |
| 7D | -12.1% | +4.1% | -16.2% | -13.1% |
| 30D | -1.3% | +7.4% | -8.6% | -3.5% |
| 3M | +250.9% | +26.0% | +224.9% | +227.0% |
| 6M | +343.0% | +79.2% | +263.8% | +272.0% |
| YTD | +657.4% | +18.1% | +639.4% | +601.0% |
| 1Y | +794.9% | +20.5% | +774.4% | +721.3% |
| 3Y | +218.1% | +96.4% | +121.7% | +138.2% |
| All | -5.0% | -69.6% | +64.7% | -12.0% |
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