-66.6%
MRNA vs GLDM
+143.3%
-209.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.5% |
| 7D | +5.5% | -0.5% | +6.0% | +5.6% |
| 30D | +158.7% | +4.4% | +154.3% | +156.9% |
| 3M | +182.1% | -1.1% | +183.2% | +185.0% |
| 6M | +151.8% | -13.7% | +165.5% | +165.0% |
| YTD | +393.6% | +2.8% | +390.8% | +399.7% |
| 1Y | +499.5% | +24.8% | +474.6% | +486.5% |
| 3Y | +29.3% | +127.8% | -98.5% | +11.5% |
| All | -66.6% | +143.3% | -209.9% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling