+227.1%
ACWI vs BIDU
-50.9%
+278.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.7% | -0.8% | +0.2% | -0.5% |
| 30D | -2.0% | -5.4% | +3.4% | -1.1% |
| 3M | -2.2% | -24.7% | +22.6% | +2.5% |
| 6M | +1.9% | -45.3% | +47.2% | +12.5% |
| YTD | +12.0% | -39.0% | +50.9% | +20.4% |
| 1Y | +12.5% | -39.6% | +52.1% | +20.9% |
| 3Y | +75.4% | -24.7% | +100.1% | +75.3% |
| 5Y | +61.5% | -52.3% | +113.8% | +67.3% |
| 10Y | +227.1% | -51.1% | +278.2% | +195.9% |
| All | +227.1% | -50.9% | +278.0% | +195.9% |
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 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