-4.6%
BA vs BIDU
-30.8%
+26.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.1% | -3.2% | +0.1% |
| 7D | +1.2% | +2.4% | -1.3% | +0.7% |
| 30D | -11.6% | -10.5% | -1.2% | -10.1% |
| 3M | -2.4% | -26.2% | +23.8% | +2.5% |
| 6M | -6.6% | -16.4% | +9.8% | -4.3% |
| YTD | -2.2% | -23.9% | +21.6% | +1.4% |
| 1Y | -8.0% | +1.3% | -9.3% | -10.2% |
| All | -4.6% | -30.8% | +26.2% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling