+76.2%
UBER vs IAU
+141.6%
-65.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.0% |
| 7D | -7.0% | +0.2% | -7.2% | -7.0% |
| 30D | -8.9% | +0.2% | -9.1% | -9.0% |
| 3M | +1.0% | +3.3% | -2.3% | +0.5% |
| 6M | -3.7% | -14.6% | +10.8% | -1.4% |
| YTD | -13.0% | +1.9% | -14.9% | -14.4% |
| 1Y | -25.5% | +20.9% | -46.4% | -29.9% |
| 3Y | +50.5% | +127.5% | -77.0% | +20.0% |
| 5Y | +76.2% | +141.9% | -65.8% | +35.6% |
| All | +76.2% | +141.6% | -65.4% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling