+27.0%
UNH vs BIDU
-34.6%
+61.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.5% | -3.3% | +1.2% |
| 7D | +0.6% | +1.2% | -0.6% | +0.5% |
| 30D | +8.1% | -7.5% | +15.7% | +8.2% |
| 3M | +1.1% | -28.6% | +29.6% | +1.5% |
| 6M | +11.7% | -36.9% | +48.6% | +12.7% |
| YTD | +26.5% | -38.4% | +64.9% | +27.3% |
| 1Y | +27.0% | -35.7% | +62.7% | +28.7% |
| All | +27.0% | -34.6% | +61.7% | +28.7% |
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