+288.6%
AZO vs BIDU
-48.7%
+337.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -3.6% | -8.1% | +4.5% | -3.0% |
| 30D | -5.6% | -12.8% | +7.3% | -4.8% |
| 3M | -6.6% | -21.3% | +14.6% | -5.3% |
| 6M | -22.5% | -27.0% | +4.5% | -21.2% |
| YTD | -15.2% | -30.0% | +14.9% | -13.7% |
| 1Y | -33.9% | -18.3% | -15.7% | -33.8% |
| 3Y | +11.8% | -33.8% | +45.6% | +12.8% |
| 5Y | +85.5% | -44.3% | +129.8% | +85.5% |
| All | +288.6% | -48.7% | +337.2% | +251.4% |
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