+651.5%
ADI vs BIDU
-48.7%
+700.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.6% |
| 7D | +4.6% | -8.1% | +12.7% | +6.8% |
| 30D | -1.2% | -12.8% | +11.7% | +2.1% |
| 3M | -7.8% | -21.3% | +13.5% | -2.5% |
| 6M | +19.3% | -27.0% | +46.3% | +28.0% |
| YTD | +40.9% | -30.0% | +71.0% | +51.6% |
| 1Y | +54.5% | -18.3% | +72.8% | +57.6% |
| 3Y | +123.4% | -33.8% | +157.3% | +132.7% |
| 5Y | +142.3% | -44.3% | +186.6% | +145.3% |
| All | +651.5% | -48.7% | +700.2% | +557.6% |
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 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