+1,266.6%
MRNA vs DOCU
+84.8%
+1,181.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.7% | +6.9% | +5.7% |
| 7D | +14.6% | -5.5% | +20.2% | +16.4% |
| 30D | +29.4% | +12.6% | +16.7% | +25.1% |
| 3M | +371.9% | +36.4% | +335.5% | +332.8% |
| 6M | +421.0% | +66.8% | +354.2% | +348.4% |
| YTD | +762.0% | +13.5% | +748.5% | +708.3% |
| 1Y | +944.8% | +11.3% | +933.5% | +882.9% |
| 3Y | +252.7% | +92.1% | +160.6% | +171.7% |
| 5Y | +7.3% | -71.0% | +78.2% | +17.6% |
| All | +1,266.6% | +84.8% | +1,181.8% | +797.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling