+1,266.6%
MRNA vs GLDM
+223.7%
+1,042.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.7% |
| 7D | +14.6% | +4.7% | +10.0% | +11.9% |
| 30D | +29.4% | -0.9% | +30.2% | +30.4% |
| 3M | +371.9% | -4.3% | +376.3% | +392.9% |
| 6M | +421.0% | -13.4% | +434.4% | +454.7% |
| YTD | +762.0% | -5.8% | +767.8% | +816.3% |
| 1Y | +944.8% | +2.1% | +942.7% | +1,002.6% |
| 3Y | +252.7% | +105.0% | +147.7% | +258.3% |
| 5Y | +7.3% | +122.5% | -115.2% | +7.1% |
| All | +1,266.6% | +223.7% | +1,042.9% | +1,495.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling