+1,553.7%
ASML vs BIDU
-50.9%
+1,604.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.3% | +0.2% |
| 7D | -2.9% | +3.6% | -6.4% | -4.1% |
| 30D | -15.2% | -6.6% | -8.6% | -13.2% |
| 3M | -12.9% | -27.2% | +14.3% | -3.5% |
| 6M | -5.0% | -43.5% | +38.4% | +14.2% |
| YTD | +41.8% | -39.0% | +80.8% | +65.2% |
| 1Y | +46.0% | -39.8% | +85.8% | +70.1% |
| 3Y | +133.5% | -24.8% | +158.2% | +139.7% |
| 5Y | +93.0% | -50.7% | +143.7% | +111.7% |
| All | +1,553.7% | -50.9% | +1,604.6% | +1,593.3% |
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