+81.9%
UBER vs BIDU
-45.6%
+127.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.6% | +2.5% |
| 7D | -4.5% | -5.2% | +0.7% | -3.1% |
| 30D | -7.6% | -14.5% | +6.9% | -3.8% |
| 3M | +5.8% | -22.9% | +28.6% | +12.9% |
| 6M | +0.3% | -27.8% | +28.1% | +8.1% |
| YTD | -11.2% | -30.7% | +19.5% | -4.1% |
| 1Y | -23.0% | -15.8% | -7.2% | -22.9% |
| 3Y | +53.6% | -33.2% | +86.8% | +59.5% |
| 5Y | +81.9% | -44.8% | +126.7% | +91.3% |
| All | +81.9% | -45.6% | +127.5% | +91.3% |
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