+5.5%
URI vs BIDU
-15.6%
+21.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.0% | +7.5% | +1.0% |
| 7D | +2.5% | -2.4% | +5.0% | +2.7% |
| 30D | -12.5% | -15.6% | +3.1% | -11.6% |
| 3M | -6.2% | -22.3% | +16.1% | -4.8% |
| 6M | +25.9% | -22.3% | +48.1% | +26.7% |
| YTD | +26.2% | -29.2% | +55.4% | +27.7% |
| 1Y | +5.5% | -14.8% | +20.3% | +10.4% |
| All | +5.5% | -15.6% | +21.1% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling