+499.5%
MRNA vs DOV
+11.5%
+488.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.2% | -2.5% |
| 7D | +5.5% | -2.7% | +8.1% | +6.3% |
| 30D | +158.7% | -8.1% | +166.8% | +166.0% |
| 3M | +182.1% | -9.4% | +191.5% | +186.5% |
| 6M | +151.8% | -12.6% | +164.4% | +159.7% |
| YTD | +393.6% | -0.5% | +394.0% | +369.6% |
| 1Y | +499.5% | +9.2% | +490.2% | +514.2% |
| All | +499.5% | +11.5% | +488.0% | +514.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 1y: compounded portfolio wealth divided by compounded DOV 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…
1y analysis · Full analysis span regression · 6 months rolling