+654.5%
MRNA vs IAU
+244.0%
+410.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.7% |
| 7D | -9.0% | +0.7% | -9.8% | -9.4% |
| 30D | +137.2% | +0.3% | +136.8% | +139.6% |
| 3M | +194.8% | +0.7% | +194.1% | +197.1% |
| 6M | +167.2% | -15.5% | +182.7% | +177.9% |
| YTD | +375.9% | +1.0% | +374.9% | +386.9% |
| 1Y | +465.2% | +19.6% | +445.6% | +472.3% |
| 3Y | +30.4% | +125.4% | -95.1% | +27.6% |
| 5Y | -66.8% | +140.7% | -207.6% | -68.0% |
| All | +654.5% | +244.0% | +410.4% | +748.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling