+212.6%
GLD vs UBER
+69.5%
+143.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.8% | -1.9% | +1.8% |
| 7D | +4.9% | +6.7% | -1.7% | +4.7% |
| 30D | -1.3% | -0.5% | -0.8% | -1.3% |
| 3M | -4.8% | -5.1% | +0.4% | -4.6% |
| 6M | -12.5% | -5.7% | -6.8% | -12.4% |
| YTD | -4.2% | -12.9% | +8.7% | -4.0% |
| 1Y | +3.0% | -22.6% | +25.7% | +3.6% |
| 3Y | +109.1% | +42.2% | +66.9% | +106.3% |
| 5Y | +121.6% | +56.4% | +65.2% | +116.6% |
| All | +212.6% | +69.5% | +143.1% | +199.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling