+43.8%
UNP vs BIDU
-33.9%
+77.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.3% |
| 7D | -1.7% | -2.4% | +0.7% | -1.6% |
| 30D | -2.1% | -16.0% | +13.8% | -1.3% |
| 3M | +5.4% | -24.0% | +29.5% | +6.9% |
| 6M | +13.4% | -24.9% | +38.2% | +14.5% |
| YTD | +25.0% | -29.6% | +54.5% | +26.5% |
| 1Y | +34.6% | -15.2% | +49.7% | +33.7% |
| All | +43.8% | -33.9% | +77.6% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling