-51.7%
BIDU vs URA
+266.3%
-318.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.3% |
| 7D | -4.6% | -1.5% | -3.0% | -4.1% |
| 30D | -4.5% | -10.4% | +5.9% | -0.6% |
| 3M | -25.4% | -29.6% | +4.3% | -14.8% |
| 6M | -48.1% | -40.3% | -7.8% | -37.2% |
| YTD | -40.2% | -25.5% | -14.7% | -34.3% |
| 1Y | -35.2% | -26.4% | -8.8% | -28.8% |
| 3Y | -27.1% | +31.4% | -58.6% | -41.5% |
| 5Y | -54.2% | +28.6% | -82.8% | -64.5% |
| All | -51.7% | +266.3% | -318.0% | -80.4% |
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