+65.0%
UBER vs GLDM
+212.9%
-147.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +5.1% | +4.7% | +0.5% | +4.0% |
| 30D | +0.2% | -0.9% | +1.1% | +0.4% |
| 3M | -2.7% | -4.3% | +1.6% | -1.8% |
| 6M | -13.4% | -13.4% | 0.0% | -10.7% |
| YTD | -16.1% | -5.8% | -10.2% | -16.3% |
| 1Y | -25.5% | +2.1% | -27.6% | -27.6% |
| 3Y | +42.5% | +105.0% | -62.5% | +10.2% |
| 5Y | +45.3% | +122.5% | -77.1% | +7.4% |
| All | +65.0% | +212.9% | -147.9% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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