+67.7%
USAR vs BIDU
-33.9%
+101.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.2% |
| 7D | -4.4% | -2.4% | -2.0% | -3.9% |
| 30D | -10.4% | -16.0% | +5.6% | -6.2% |
| 3M | -18.4% | -24.0% | +5.6% | -12.2% |
| 6M | -8.8% | -24.9% | +16.0% | -1.7% |
| YTD | +43.4% | -29.6% | +72.9% | +56.8% |
| 1Y | +21.0% | -15.2% | +36.1% | +29.0% |
| All | +67.7% | -33.9% | +101.6% | +75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling