+143.3%
AAPL vs BIDU
-54.4%
+197.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | +4.1% | -4.6% | +8.7% | +4.9% |
| 30D | +4.0% | -4.5% | +8.5% | +4.7% |
| 3M | +16.8% | -25.4% | +42.2% | +21.8% |
| 6M | +19.4% | -48.1% | +67.5% | +31.5% |
| YTD | +31.5% | -40.2% | +71.7% | +40.2% |
| 1Y | +31.0% | -35.2% | +66.2% | +37.4% |
| 3Y | +95.3% | -27.1% | +122.4% | +94.2% |
| All | +143.3% | -54.4% | +197.8% | +154.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling