+72.4%
UBER vs BIDU
-42.2%
+114.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.5% |
| 7D | -5.4% | -8.1% | +2.7% | -2.8% |
| 30D | -4.9% | -12.8% | +7.9% | -1.0% |
| 3M | +3.0% | -21.3% | +24.3% | +10.4% |
| 6M | -4.4% | -27.0% | +22.6% | +3.9% |
| YTD | -12.3% | -30.0% | +17.8% | -4.4% |
| 1Y | -24.3% | -18.3% | -6.0% | -23.3% |
| 3Y | +46.4% | -33.8% | +80.3% | +52.9% |
| 5Y | +79.7% | -44.3% | +124.0% | +84.2% |
| All | +72.4% | -42.2% | +114.6% | +16.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling