+415.3%
ASX vs BIDU
-48.7%
+464.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.0% | +3.4% | +5.6% |
| 7D | -19.9% | +7.2% | -27.1% | -21.5% |
| 30D | -30.9% | -4.0% | -26.9% | -29.9% |
| 3M | -15.1% | -25.1% | +10.0% | -8.0% |
| 6M | -6.5% | -41.8% | +35.3% | +8.5% |
| YTD | +98.4% | -37.3% | +135.8% | +124.0% |
| 1Y | +107.9% | -35.6% | +143.4% | +132.2% |
| 3Y | +325.3% | -24.5% | +349.8% | +335.9% |
| All | +415.3% | -48.7% | +464.0% | +441.7% |
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