+35.3%
UBER vs IAU
+104.5%
-69.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +1.2% | -2.0% | +3.1% | +1.5% |
| 30D | -1.1% | -4.4% | +3.3% | -0.5% |
| 3M | -10.0% | -8.9% | -1.1% | -8.8% |
| 6M | -7.2% | -15.9% | +8.7% | -4.7% |
| YTD | -13.5% | -7.8% | -5.7% | -13.8% |
| 1Y | -24.5% | -3.8% | -20.7% | -25.6% |
| All | +35.3% | +104.5% | -69.2% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling