+2,761.7%
AVGO vs BIDU
-49.1%
+2,810.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.5% |
| 7D | +1.0% | -5.2% | +6.2% | +2.3% |
| 30D | -13.3% | -14.5% | +1.2% | -9.8% |
| 3M | -2.9% | -22.9% | +20.0% | +3.7% |
| 6M | +5.7% | -27.8% | +33.5% | +14.0% |
| YTD | +4.6% | -30.7% | +35.3% | +13.5% |
| 1Y | -1.6% | -15.8% | +14.2% | +0.2% |
| 3Y | +336.2% | -33.2% | +369.5% | +356.3% |
| 5Y | +695.6% | -44.8% | +740.4% | +711.8% |
| All | +2,761.7% | -49.1% | +2,810.9% | +2,333.6% |
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 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