+339.7%
AVGO vs BIDU
-33.9%
+373.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -1.0% |
| 7D | -0.8% | -2.4% | +1.7% | -0.3% |
| 30D | -13.7% | -16.0% | +2.2% | -10.1% |
| 3M | -6.9% | -24.0% | +17.1% | -0.6% |
| 6M | +5.8% | -24.9% | +30.6% | +12.3% |
| YTD | +5.7% | -29.6% | +35.2% | +13.6% |
| 1Y | +9.0% | -15.2% | +24.2% | +10.9% |
| All | +339.7% | -33.9% | +373.6% | +353.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling