+139.2%
UAL vs BIDU
-40.6%
+179.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.1% | -1.6% | +1.6% |
| 7D | +0.7% | +2.4% | -1.7% | +0.2% |
| 30D | -16.1% | -10.5% | -5.6% | -14.2% |
| 3M | +6.1% | -26.2% | +32.3% | +13.1% |
| 6M | +10.8% | -16.4% | +27.2% | +14.1% |
| YTD | -0.4% | -23.9% | +23.5% | +4.2% |
| 1Y | +5.0% | +1.3% | +3.7% | +1.1% |
| 3Y | +124.0% | -32.1% | +156.1% | +129.8% |
| All | +139.2% | -40.6% | +179.8% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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