+85.2%
AZO vs BIDU
-44.1%
+129.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -3.6% | -8.1% | +4.5% | -3.3% |
| 30D | -5.6% | -12.8% | +7.3% | -5.1% |
| 3M | -6.6% | -21.3% | +14.6% | -5.9% |
| 6M | -22.5% | -27.0% | +4.5% | -21.8% |
| YTD | -15.2% | -30.0% | +14.9% | -14.4% |
| 1Y | -33.9% | -18.3% | -15.7% | -33.8% |
| 3Y | +11.8% | -33.8% | +45.6% | +12.3% |
| All | +85.2% | -44.1% | +129.3% | +86.3% |
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