+32,043.9%
AVGO vs BIDU
+121.8%
+31,922.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.7% | +8.2% | +6.3% |
| 7D | +25.0% | -2.3% | +27.3% | +25.7% |
| 30D | +2.0% | -7.3% | +9.3% | +4.1% |
| 3M | -12.3% | -26.0% | +13.7% | -5.0% |
| 6M | -12.8% | -44.5% | +31.7% | +1.9% |
| YTD | +5.9% | -40.6% | +46.4% | +20.1% |
| 1Y | +3.3% | -39.8% | +43.1% | +16.7% |
| 3Y | +293.1% | -26.7% | +319.8% | +301.1% |
| 5Y | +606.7% | -54.5% | +661.2% | +660.7% |
| 10Y | +2,733.6% | -52.4% | +2,785.9% | +2,586.3% |
| All | +32,043.9% | +121.8% | +31,922.1% | +20,471.1% |
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