+913.4%
ASX vs BIDU
-51.1%
+964.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -7.0% | +13.0% | +8.1% |
| 7D | +6.3% | -2.4% | +8.7% | +6.8% |
| 30D | +6.4% | -15.6% | +22.1% | +11.5% |
| 3M | +13.1% | -22.3% | +35.4% | +21.3% |
| 6M | +90.3% | -22.3% | +112.6% | +103.4% |
| YTD | +149.6% | -29.2% | +178.8% | +172.6% |
| 1Y | +249.2% | -14.8% | +264.0% | +257.5% |
| 3Y | +445.9% | -31.8% | +477.7% | +474.3% |
| 5Y | +477.7% | -43.1% | +520.8% | +496.8% |
| 10Y | +913.4% | -50.6% | +964.0% | +840.1% |
| All | +913.4% | -51.1% | +964.4% | +840.1% |
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