+1,492.4%
ADI vs BIDU
+1,302.3%
+190.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.0% | +7.2% | +1.8% |
| 7D | +2.4% | -2.4% | +4.9% | +2.9% |
| 30D | -6.6% | -15.6% | +9.1% | -3.2% |
| 3M | -9.8% | -22.3% | +12.5% | -5.0% |
| 6M | +15.7% | -22.3% | +37.9% | +21.2% |
| YTD | +35.1% | -29.2% | +64.3% | +43.6% |
| 1Y | +47.7% | -14.8% | +62.5% | +49.2% |
| 3Y | +114.5% | -31.8% | +146.2% | +121.2% |
| 5Y | +141.2% | -43.1% | +184.4% | +143.3% |
| 10Y | +611.3% | -50.6% | +662.0% | +595.4% |
| All | +1,492.4% | +1,302.3% | +190.2% | +787.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling