+59.3%
USAR vs BIDU
-39.2%
+98.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.6% | -4.4% | -5.6% |
| 7D | -9.3% | -5.2% | -4.1% | -8.1% |
| 30D | -15.2% | -14.5% | -0.7% | -11.7% |
| 3M | -21.1% | -22.9% | +1.8% | -15.7% |
| 6M | -21.6% | -27.8% | +6.3% | -14.9% |
| YTD | +34.8% | -30.7% | +65.5% | +47.6% |
| 1Y | +15.6% | -15.8% | +31.5% | +23.6% |
| 3Y | +57.7% | -33.2% | +90.9% | +65.7% |
| All | +59.3% | -39.2% | +98.5% | +67.1% |
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