+61.5%
UBER vs GLDM
+116.0%
-54.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.1% | -1.1% |
| 7D | +5.2% | +2.9% | +2.3% | +4.7% |
| 30D | -2.0% | -3.9% | +1.9% | -1.4% |
| 3M | -10.2% | -8.1% | -2.1% | -9.0% |
| 6M | -7.2% | -14.7% | +7.5% | -4.7% |
| YTD | -14.3% | -6.6% | -7.7% | -14.5% |
| 1Y | -25.6% | -2.1% | -23.5% | -26.7% |
| 3Y | +35.8% | +107.7% | -71.9% | +8.8% |
| 5Y | +61.5% | +116.5% | -55.0% | +19.9% |
| All | +61.5% | +116.0% | -54.5% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling