+838.1%
BIDU vs UUUU
-92.5%
+930.5%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.8% | -0.9% |
| 7D | -5.2% | -5.0% | -0.2% | -4.7% |
| 30D | -14.5% | -7.8% | -6.7% | -13.8% |
| 3M | -22.9% | -0.4% | -22.5% | -23.2% |
| 6M | -27.8% | -32.9% | +5.1% | -25.3% |
| YTD | -30.7% | -6.3% | -24.4% | -31.5% |
| 1Y | -15.8% | +7.9% | -23.7% | -19.5% |
| 3Y | -33.2% | +85.2% | -118.4% | -42.3% |
| 5Y | -44.8% | +97.0% | -141.8% | -54.1% |
| 10Y | -50.3% | +492.6% | -542.9% | -66.4% |
| All | +838.1% | -92.5% | +930.5% | +518.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling