-19.0%
USAR vs BIDU
-47.6%
+28.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.5% | +0.9% |
| 7D | -0.8% | -4.6% | +3.8% | +0.6% |
| 30D | -20.9% | -4.5% | -16.4% | -19.7% |
| 3M | -56.2% | -25.4% | -30.8% | -52.4% |
| 6M | -67.9% | -48.1% | -19.8% | -61.7% |
| YTD | -31.4% | -40.2% | +8.8% | -21.4% |
| 1Y | -45.1% | -35.2% | -9.8% | -37.6% |
| 3Y | -20.3% | -27.1% | +6.8% | -12.2% |
| All | -19.0% | -47.6% | +28.6% | -11.0% |
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