+84.0%
ASML vs BIDU
-53.5%
+137.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.2% | -1.6% |
| 7D | +10.4% | -2.3% | +12.7% | +11.2% |
| 30D | -12.7% | -7.3% | -5.4% | -10.6% |
| 3M | -17.2% | -26.0% | +8.8% | -9.3% |
| 6M | -1.3% | -44.5% | +43.2% | +18.1% |
| YTD | +40.8% | -40.6% | +81.4% | +63.8% |
| 1Y | +45.2% | -39.8% | +85.0% | +67.6% |
| 3Y | +131.8% | -26.7% | +158.5% | +140.1% |
| 5Y | +84.0% | -54.5% | +138.5% | +99.0% |
| All | +84.0% | -53.5% | +137.5% | +99.0% |
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