+228.4%
UNH vs BIDU
-48.7%
+277.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.4% |
| 7D | -4.5% | -8.1% | +3.6% | -3.9% |
| 30D | -6.5% | -12.8% | +6.3% | -5.6% |
| 3M | -6.0% | -21.3% | +15.3% | -4.3% |
| 6M | +33.7% | -27.0% | +60.6% | +36.5% |
| YTD | +16.4% | -30.0% | +46.4% | +19.1% |
| 1Y | +10.1% | -18.3% | +28.3% | +10.5% |
| 3Y | -16.3% | -33.8% | +17.5% | -15.4% |
| 5Y | +2.1% | -44.3% | +46.4% | +2.0% |
| All | +228.4% | -48.7% | +277.0% | +191.9% |
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