+108.6%
ASML vs BIDU
-40.6%
+149.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.1% | +0.1% | +2.9% |
| 7D | +1.1% | +2.4% | -1.3% | +0.3% |
| 30D | +2.2% | -10.5% | +12.7% | +5.5% |
| 3M | -2.3% | -26.2% | +23.9% | +7.1% |
| 6M | +23.0% | -16.4% | +39.4% | +28.9% |
| YTD | +61.1% | -23.9% | +84.9% | +73.5% |
| 1Y | +129.1% | +1.3% | +127.8% | +122.4% |
| 3Y | +165.4% | -32.1% | +197.4% | +181.3% |
| All | +108.6% | -40.6% | +149.2% | +112.6% |
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