+192.7%
GLD vs UBER
+65.9%
+126.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.1% |
| 7D | -4.6% | +1.6% | -6.2% | -4.6% |
| 30D | -5.5% | +0.6% | -6.0% | -5.5% |
| 3M | -10.9% | -8.2% | -2.7% | -10.7% |
| 6M | -17.4% | -6.7% | -10.7% | -17.3% |
| YTD | -10.3% | -14.7% | +4.4% | -10.0% |
| 1Y | -7.2% | -24.1% | +16.9% | -6.6% |
| 3Y | +96.9% | +33.4% | +63.5% | +94.6% |
| 5Y | +103.8% | +54.5% | +49.3% | +99.3% |
| All | +192.7% | +65.9% | +126.8% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 10y: compounded portfolio wealth divided by compounded UBER 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…
10y analysis · Full analysis span regression · 6 months rolling