+36.1%
MRNA vs IAU
+123.7%
-87.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.8% | +4.9% |
| 7D | -1.1% | -2.0% | +0.9% | +0.8% |
| 30D | +126.1% | -1.5% | +127.6% | +132.0% |
| 3M | +190.0% | +3.3% | +186.8% | +191.3% |
| 6M | +157.2% | -16.2% | +173.5% | +178.0% |
| YTD | +388.2% | +0.7% | +387.5% | +405.6% |
| 1Y | +467.0% | +19.2% | +447.8% | +471.2% |
| 3Y | +36.1% | +124.4% | -88.3% | +22.0% |
| All | +36.1% | +123.7% | -87.6% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling