+674.0%
MRNA vs DOV
+156.4%
+517.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.1% |
| 7D | -1.1% | -2.0% | +0.9% | -0.5% |
| 30D | +126.1% | -8.9% | +135.0% | +132.4% |
| 3M | +190.0% | -13.3% | +203.3% | +200.8% |
| 6M | +157.2% | -9.7% | +166.9% | +162.9% |
| YTD | +388.2% | -2.5% | +390.7% | +388.0% |
| 1Y | +467.0% | +7.2% | +459.8% | +450.7% |
| 3Y | +36.1% | +39.4% | -3.3% | +27.0% |
| 5Y | -68.0% | +15.8% | -83.8% | -70.8% |
| All | +674.0% | +156.4% | +517.7% | +494.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling