-33.4%
BIDU vs URA
+116.4%
-149.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.8% | -0.2% |
| 7D | -2.4% | +5.7% | -8.2% | -4.2% |
| 30D | -16.0% | +5.6% | -21.5% | -17.5% |
| 3M | -24.0% | +6.2% | -30.2% | -25.8% |
| 6M | -24.9% | -8.2% | -16.6% | -23.3% |
| YTD | -29.6% | +9.7% | -39.2% | -31.4% |
| 1Y | -15.2% | +17.0% | -32.1% | -19.8% |
| All | -33.4% | +116.4% | -149.8% | -47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling