+19.4%
GLD vs UBER
-20.0%
+39.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.7% | -1.5% |
| 7D | +0.7% | -2.8% | +3.6% | +0.9% |
| 30D | +0.3% | -2.5% | +2.8% | +0.5% |
| 3M | +0.6% | +4.4% | -3.8% | +0.2% |
| 6M | -15.6% | -2.7% | -12.9% | -15.6% |
| YTD | +0.9% | -10.5% | +11.4% | +1.2% |
| 1Y | +19.4% | -22.5% | +41.9% | +22.6% |
| All | +19.4% | -20.0% | +39.4% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling