+56.7%
BDX vs BIDU
-48.7%
+105.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | -3.2% | -8.1% | +5.0% | -2.6% |
| 30D | -2.5% | -12.8% | +10.3% | -1.6% |
| 3M | +21.4% | -21.3% | +42.7% | +23.3% |
| 6M | +10.4% | -27.0% | +37.4% | +12.4% |
| YTD | +18.8% | -30.0% | +48.9% | +21.1% |
| 1Y | +21.7% | -18.3% | +39.9% | +22.0% |
| 3Y | -10.0% | -33.8% | +23.9% | -9.3% |
| 5Y | -1.8% | -44.3% | +42.5% | -2.1% |
| All | +56.7% | -48.7% | +105.3% | +47.6% |
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