-43.4%
BIDU vs URA
+135.9%
-179.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.1% | -10.1% | -8.1% |
| 7D | -2.4% | +8.1% | -10.5% | -5.3% |
| 30D | -15.6% | +5.8% | -21.4% | -17.5% |
| 3M | -22.3% | +3.4% | -25.7% | -23.9% |
| 6M | -22.3% | -2.6% | -19.6% | -22.2% |
| YTD | -29.2% | +11.2% | -40.3% | -32.7% |
| 1Y | -14.8% | +19.8% | -34.7% | -22.8% |
| 3Y | -31.8% | +121.5% | -153.2% | -54.4% |
| All | -43.4% | +135.9% | -179.3% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling