+207.2%
UMC vs BIDU
+1.5%
+205.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.1% | +0.5% | +3.7% |
| 7D | +5.0% | +2.4% | +2.5% | +4.4% |
| 30D | +7.7% | -10.5% | +18.1% | +10.0% |
| 3M | +1.7% | -26.2% | +27.9% | +7.1% |
| 6M | +113.9% | -16.4% | +130.3% | +119.1% |
| YTD | +168.9% | -23.9% | +192.8% | +178.4% |
| 1Y | +207.2% | +1.3% | +205.9% | +223.0% |
| All | +207.2% | +1.5% | +205.7% | +223.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling