+82.2%
UBER vs GLDM
+241.4%
-159.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -3.9% | -0.5% | -3.3% | -3.8% |
| 30D | +11.1% | +4.4% | +6.7% | +10.0% |
| 3M | +4.9% | -1.1% | +6.0% | +5.1% |
| 6M | -1.2% | -13.7% | +12.5% | +1.9% |
| YTD | -7.3% | +2.8% | -10.0% | -9.3% |
| 1Y | -17.6% | +24.8% | -42.5% | -24.1% |
| 3Y | +61.1% | +127.8% | -66.8% | +21.4% |
| 5Y | +87.9% | +141.1% | -53.3% | +36.5% |
| All | +82.2% | +241.4% | -159.1% | +36.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling