-65.7%
MRNA vs DOV
+14.8%
-80.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +4.8% |
| 7D | -1.1% | -2.0% | +0.9% | +0.2% |
| 30D | +126.1% | -8.9% | +135.0% | +140.3% |
| 3M | +190.0% | -13.3% | +203.3% | +214.1% |
| 6M | +157.2% | -9.7% | +166.9% | +168.3% |
| YTD | +388.2% | -2.5% | +390.7% | +381.0% |
| 1Y | +467.0% | +7.2% | +459.8% | +419.1% |
| 3Y | +36.1% | +39.4% | -3.3% | +3.6% |
| All | -65.7% | +14.8% | -80.5% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling