+696.9%
AVGO vs BIDU
-44.1%
+741.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | +1.1% | -8.1% | +9.3% | +2.9% |
| 30D | -13.0% | -12.8% | -0.2% | -10.6% |
| 3M | -6.0% | -21.3% | +15.3% | -1.3% |
| 6M | +6.4% | -27.0% | +33.3% | +12.8% |
| YTD | +5.0% | -30.0% | +35.0% | +11.9% |
| 1Y | +1.4% | -18.3% | +19.7% | +4.0% |
| 3Y | +336.8% | -33.8% | +370.7% | +351.6% |
| All | +696.9% | -44.1% | +741.0% | +700.9% |
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