+278.5%
AVGO vs BIDU
-27.4%
+305.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.4% | -4.9% |
| 7D | +18.2% | -4.6% | +22.7% | +19.5% |
| 30D | +0.2% | -4.5% | +4.8% | +1.3% |
| 3M | -16.8% | -25.4% | +8.6% | -10.8% |
| 6M | -16.5% | -48.1% | +31.6% | -2.4% |
| YTD | +0.8% | -40.2% | +41.0% | +12.7% |
| 1Y | +2.8% | -35.2% | +38.1% | +12.6% |
| 3Y | +278.5% | -27.1% | +305.7% | +275.3% |
| All | +278.5% | -27.4% | +305.9% | +275.3% |
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