-50.4%
BIDU vs URA
+346.2%
-396.5%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +2.2% |
| 7D | -8.1% | -5.5% | -2.6% | -6.2% |
| 30D | -12.8% | -3.7% | -9.1% | -11.7% |
| 3M | -21.3% | -2.9% | -18.4% | -21.0% |
| 6M | -27.0% | -15.2% | -11.7% | -23.0% |
| YTD | -30.0% | +1.9% | -31.9% | -31.8% |
| 1Y | -18.3% | +6.9% | -25.2% | -23.5% |
| 3Y | -33.8% | +99.6% | -133.4% | -55.2% |
| 5Y | -44.3% | +101.2% | -145.5% | -64.3% |
| All | -50.4% | +346.2% | -396.5% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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