+15.8%
BABA vs BIDU
-51.3%
+67.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.7% | -3.1% |
| 7D | +3.8% | +5.4% | -1.5% | +0.4% |
| 30D | -5.4% | -5.0% | -0.3% | -2.2% |
| 3M | -17.9% | -26.1% | +8.2% | -1.9% |
| 6M | -24.1% | -42.6% | +18.5% | +6.1% |
| YTD | -27.4% | -38.0% | +10.5% | -4.9% |
| 1Y | -36.1% | -35.7% | -0.4% | -19.0% |
| 3Y | +35.4% | -22.9% | +58.3% | +48.3% |
| 5Y | -30.1% | -49.9% | +19.8% | -3.4% |
| 10Y | +15.8% | -52.0% | +67.8% | +38.8% |
| All | +15.8% | -51.3% | +67.2% | +38.8% |
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