+1,151.9%
URI vs BIDU
-51.7%
+1,203.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.4% |
| 7D | +9.3% | -2.3% | +11.7% | +9.9% |
| 30D | +7.6% | -7.3% | +14.9% | +9.5% |
| 3M | +1.0% | -26.0% | +27.0% | +8.3% |
| 6M | +19.8% | -44.5% | +64.4% | +36.9% |
| YTD | +41.9% | -40.6% | +82.4% | +57.3% |
| 1Y | +33.4% | -39.8% | +73.2% | +46.9% |
| 3Y | +156.0% | -26.7% | +182.8% | +154.2% |
| 5Y | +209.5% | -54.5% | +264.0% | +227.9% |
| All | +1,151.9% | -51.7% | +1,203.5% | +1,048.2% |
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