+31,416.6%
AVGO vs BIDU
+184.2%
+31,232.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.1% | -3.9% | -0.9% |
| 7D | -3.0% | +2.4% | -5.4% | -3.7% |
| 30D | -14.4% | -10.5% | -4.0% | -12.0% |
| 3M | -14.4% | -26.2% | +11.8% | -7.2% |
| 6M | +13.1% | -16.4% | +29.5% | +17.5% |
| YTD | +3.8% | -23.9% | +27.7% | +10.1% |
| 1Y | +17.8% | +1.3% | +16.5% | +14.1% |
| 3Y | +325.3% | -32.1% | +357.3% | +344.3% |
| 5Y | +689.9% | -39.0% | +728.9% | +679.1% |
| 10Y | +2,597.0% | -44.0% | +2,641.1% | +2,347.5% |
| All | +31,416.6% | +184.2% | +31,232.4% | +18,754.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling