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  • GLDM vs MSTZ✓SelectedUSD · MSTZGLDM vs MSTZ performance historyLatest closeAs of-0.89%09/04
Stock and ETF performance explorer

GLDM vs MSTZ

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-1.1%
MSTZ return
-59.2%
Excess return
+58.1%
Maximum drawdown
-11.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioMSTZExcessAlpha
1D-0.9%+2.6%-3.5%-0.7%
7D-0.5%-29.7%+29.2%-2.6%
30D+4.4%-65.3%+69.7%-2.8%
3M-1.1%-57.3%+56.3%-5.2%
All-1.1%-59.2%+58.1%-5.2%

Cumulative growth

Daily Returns

Daily percentage return beside MSTZ.

Daily Out/Under-Performance

Portfolio return minus MSTZ return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MSTZ 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 3mo: compounded portfolio wealth divided by compounded MSTZ 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…

3mo analysis · Full analysis span regression · Available span rolling