+2.6%
AVTR vs BIDU
-30.6%
+33.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.3% |
| 7D | -2.0% | -5.2% | +3.2% | -1.1% |
| 30D | +8.1% | -14.5% | +22.6% | +11.0% |
| 3M | +54.2% | -22.9% | +77.1% | +61.0% |
| 6M | +82.6% | -27.8% | +110.4% | +92.0% |
| YTD | +29.8% | -30.7% | +60.5% | +37.0% |
| 1Y | +18.0% | -15.8% | +33.8% | +18.3% |
| 3Y | -26.4% | -33.2% | +6.8% | -24.8% |
| 5Y | -64.8% | -44.8% | -20.1% | -64.7% |
| All | +2.6% | -30.6% | +33.2% | -31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling