+34.4%
URI vs BIDU
-38.7%
+73.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -1.9% | -1.3% |
| 7D | +6.7% | -4.6% | +11.3% | +7.2% |
| 30D | +8.9% | -4.5% | +13.4% | +9.4% |
| 3M | +0.5% | -25.4% | +25.9% | +3.5% |
| 6M | +20.7% | -48.1% | +68.7% | +27.9% |
| YTD | +40.0% | -40.2% | +80.2% | +44.5% |
| 1Y | +34.4% | -35.2% | +69.6% | +36.9% |
| All | +34.4% | -38.7% | +73.1% | +36.9% |
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