+903.7%
UNH vs BIDU
+1,302.3%
-398.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.0% | +7.9% | +1.9% |
| 7D | +1.1% | -2.4% | +3.6% | +1.4% |
| 30D | -1.5% | -15.6% | +14.1% | +0.5% |
| 3M | -0.8% | -22.3% | +21.4% | +2.1% |
| 6M | +41.8% | -22.3% | +64.1% | +45.3% |
| YTD | +23.1% | -29.2% | +52.2% | +27.2% |
| 1Y | +28.5% | -14.8% | +43.3% | +28.6% |
| 3Y | -11.8% | -31.8% | +20.0% | -10.8% |
| 5Y | +5.3% | -43.1% | +48.5% | +3.4% |
| 10Y | +247.4% | -50.6% | +298.1% | +225.3% |
| All | +903.7% | +1,302.3% | -398.5% | +420.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling