+34.8%
AIG vs BIDU
-34.3%
+69.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.4% |
| 7D | -1.2% | -8.1% | +7.0% | -1.0% |
| 30D | -1.1% | -12.8% | +11.8% | -0.8% |
| 3M | +0.7% | -21.3% | +22.0% | +1.2% |
| 6M | -2.2% | -27.0% | +24.8% | -1.6% |
| YTD | -10.8% | -30.0% | +19.2% | -10.4% |
| 1Y | -2.0% | -18.3% | +16.2% | -2.9% |
| 3Y | +34.8% | -33.8% | +68.7% | +37.4% |
| All | +34.8% | -34.3% | +69.2% | +37.4% |
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