+1,557.1%
ASML vs BIDU
-51.3%
+1,608.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +4.9% | -4.6% | +9.5% | +6.6% |
| 30D | -9.3% | -4.5% | -4.7% | -7.8% |
| 3M | -19.0% | -25.4% | +6.4% | -10.9% |
| 6M | -5.2% | -48.1% | +42.9% | +17.5% |
| YTD | +40.6% | -40.2% | +80.8% | +65.0% |
| 1Y | +47.5% | -35.2% | +82.7% | +67.7% |
| 3Y | +133.9% | -27.1% | +161.0% | +142.8% |
| 5Y | +83.8% | -54.2% | +138.0% | +107.3% |
| All | +1,557.1% | -51.3% | +1,608.5% | +1,606.8% |
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