+45.2%
AMZN vs BIDU
-45.6%
+90.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.1% |
| 7D | -2.7% | -5.2% | +2.5% | -1.7% |
| 30D | -7.5% | -14.5% | +7.0% | -4.6% |
| 3M | +5.8% | -22.9% | +28.7% | +11.4% |
| 6M | +17.5% | -27.8% | +45.3% | +24.7% |
| YTD | +9.1% | -30.7% | +39.8% | +15.8% |
| 1Y | +9.4% | -15.8% | +25.2% | +10.0% |
| 3Y | +82.2% | -33.2% | +115.5% | +87.5% |
| 5Y | +45.2% | -44.8% | +90.0% | +46.4% |
| All | +45.2% | -45.6% | +90.8% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling