+279.5%
UNP vs BIDU
-49.1%
+328.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +1.9% | +0.6% |
| 7D | -1.2% | -5.2% | +4.1% | -0.5% |
| 30D | -2.0% | -14.5% | +12.5% | -0.2% |
| 3M | +7.5% | -22.9% | +30.4% | +10.7% |
| 6M | +15.3% | -27.8% | +43.2% | +19.1% |
| YTD | +25.4% | -30.7% | +56.1% | +29.6% |
| 1Y | +35.6% | -15.8% | +51.4% | +35.5% |
| 3Y | +44.1% | -33.2% | +77.4% | +45.8% |
| 5Y | +54.0% | -44.8% | +98.8% | +53.3% |
| All | +279.5% | -49.1% | +328.6% | +240.1% |
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