+74.5%
UBER vs IAU
+230.1%
-155.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.5% |
| 7D | -4.5% | -3.4% | -1.1% | -3.7% |
| 30D | -7.6% | -1.1% | -6.5% | -7.4% |
| 3M | +5.8% | +5.8% | -0.1% | +4.2% |
| 6M | +0.3% | -16.9% | +17.2% | +4.5% |
| YTD | -11.2% | +0.1% | -11.3% | -12.7% |
| 1Y | -23.0% | +18.4% | -41.4% | -28.4% |
| 3Y | +53.6% | +123.6% | -70.0% | +14.2% |
| 5Y | +81.9% | +138.7% | -56.8% | +29.5% |
| All | +74.5% | +230.1% | -155.5% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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