+565.7%
AMZN vs BIDU
-48.7%
+614.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.7% |
| 7D | -0.7% | -8.1% | +7.4% | +1.2% |
| 30D | -3.9% | -12.8% | +8.9% | -1.2% |
| 3M | +6.3% | -21.3% | +27.6% | +11.9% |
| 6M | +20.8% | -27.0% | +47.7% | +28.4% |
| YTD | +11.2% | -30.0% | +41.3% | +18.4% |
| 1Y | +11.7% | -18.3% | +29.9% | +13.4% |
| 3Y | +79.4% | -33.8% | +113.3% | +85.6% |
| 5Y | +48.0% | -44.3% | +92.3% | +50.1% |
| All | +565.7% | -48.7% | +614.3% | +499.1% |
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