+1,346.2%
MRNA vs GLDM
+229.8%
+1,116.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.9% | +4.0% | +4.8% |
| 7D | +21.8% | +5.0% | +16.8% | +18.7% |
| 30D | +19.6% | -1.3% | +20.9% | +20.7% |
| 3M | +354.6% | -4.7% | +359.3% | +372.6% |
| 6M | +394.9% | -12.4% | +407.3% | +422.4% |
| YTD | +812.2% | -4.1% | +816.2% | +860.2% |
| 1Y | +996.2% | +3.3% | +992.8% | +1,046.1% |
| 3Y | +287.0% | +110.9% | +176.0% | +289.3% |
| 5Y | +13.6% | +124.8% | -111.2% | +12.2% |
| All | +1,346.2% | +229.8% | +1,116.5% | +1,572.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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