+987.9%
MRNA vs IAU
+2.6%
+985.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.7% | +9.4% | +7.5% |
| 7D | +20.6% | -0.3% | +20.9% | +21.1% |
| 30D | +27.1% | -1.9% | +29.0% | +31.6% |
| 3M | +353.4% | -0.4% | +353.8% | +397.5% |
| 6M | +446.3% | -10.1% | +456.4% | +537.7% |
| YTD | +776.2% | -5.9% | +782.1% | +951.1% |
| 1Y | +987.9% | +2.9% | +985.0% | +1,118.5% |
| All | +987.9% | +2.6% | +985.3% | +1,118.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling