+246.5%
BBY vs BIDU
-48.7%
+295.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.9% |
| 7D | +0.6% | -8.1% | +8.7% | +2.1% |
| 30D | +9.4% | -12.8% | +22.2% | +11.8% |
| 3M | +19.3% | -21.3% | +40.6% | +23.9% |
| 6M | +47.9% | -27.0% | +74.9% | +54.6% |
| YTD | +39.6% | -30.0% | +69.6% | +46.1% |
| 1Y | +22.2% | -18.3% | +40.4% | +22.7% |
| 3Y | +45.0% | -33.8% | +78.8% | +47.8% |
| 5Y | +2.6% | -44.3% | +46.9% | +2.4% |
| All | +246.5% | -48.7% | +295.2% | +205.2% |
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