+219.4%
BBY vs BIDU
+1,294.4%
-1,075.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.3% |
| 7D | +1.2% | -2.4% | +3.6% | +1.6% |
| 30D | +6.8% | -16.0% | +22.7% | +10.0% |
| 3M | +18.7% | -24.0% | +42.8% | +24.2% |
| 6M | +37.3% | -24.9% | +62.2% | +42.9% |
| YTD | +35.3% | -29.6% | +64.9% | +41.6% |
| 1Y | +20.7% | -15.2% | +35.8% | +20.7% |
| 3Y | +39.4% | -32.2% | +71.6% | +41.9% |
| 5Y | -1.5% | -43.8% | +42.3% | -2.2% |
| 10Y | +239.8% | -49.5% | +289.3% | +221.7% |
| All | +219.4% | +1,294.4% | -1,075.0% | +59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling