-50.4%
BIDU vs UUUU
+465.5%
-515.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.7% |
| 7D | -8.1% | -10.5% | +2.4% | -6.6% |
| 30D | -12.8% | -10.5% | -2.3% | -11.5% |
| 3M | -21.3% | -14.1% | -7.2% | -19.9% |
| 6M | -27.0% | -35.5% | +8.5% | -23.0% |
| YTD | -30.0% | -10.9% | -19.1% | -30.7% |
| 1Y | -18.3% | +3.4% | -21.6% | -23.1% |
| 3Y | -33.8% | +73.1% | -107.0% | -46.0% |
| 5Y | -44.3% | +87.1% | -131.4% | -57.3% |
| All | -50.4% | +465.5% | -515.9% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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