+1,182.4%
URI vs BIDU
-52.8%
+1,235.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.4% | -1.7% |
| 7D | -6.0% | +3.6% | -9.5% | -6.9% |
| 30D | +4.6% | -6.6% | +11.2% | +6.3% |
| 3M | -2.7% | -27.2% | +24.5% | +4.7% |
| 6M | +18.4% | -43.5% | +61.9% | +34.5% |
| YTD | +37.4% | -39.0% | +76.3% | +51.3% |
| 1Y | +30.4% | -39.8% | +70.1% | +43.6% |
| 3Y | +147.9% | -24.8% | +172.7% | +144.6% |
| 5Y | +202.1% | -50.7% | +252.7% | +211.6% |
| 10Y | +1,182.4% | -51.2% | +1,233.7% | +1,081.2% |
| All | +1,182.4% | -52.8% | +1,235.2% | +1,081.2% |
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 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