+1,271.8%
URI vs BIDU
-50.6%
+1,322.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | +5.0% | -2.4% | +7.4% | +5.5% |
| 30D | -9.4% | -16.0% | +6.6% | -5.8% |
| 3M | -5.8% | -24.0% | +18.2% | +0.2% |
| 6M | +25.8% | -24.9% | +50.7% | +32.6% |
| YTD | +27.9% | -29.6% | +57.5% | +36.2% |
| 1Y | +9.7% | -15.2% | +24.9% | +9.5% |
| 3Y | +128.0% | -32.2% | +160.2% | +133.2% |
| 5Y | +212.4% | -43.8% | +256.2% | +211.6% |
| 10Y | +1,271.8% | -49.5% | +1,321.3% | +1,093.1% |
| All | +1,271.8% | -50.6% | +1,322.5% | +1,093.1% |
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