+934.0%
BE vs BIDU
-64.7%
+998.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.2% |
| 7D | +9.7% | -5.2% | +15.0% | +12.3% |
| 30D | +22.4% | -14.5% | +36.9% | +31.9% |
| 3M | +10.4% | -22.9% | +33.2% | +24.8% |
| 6M | +67.9% | -27.8% | +95.7% | +94.1% |
| YTD | +197.5% | -30.7% | +228.2% | +250.6% |
| 1Y | +310.6% | -15.8% | +326.4% | +337.0% |
| 3Y | +1,657.2% | -33.2% | +1,690.5% | +1,864.8% |
| 5Y | +1,218.2% | -44.8% | +1,262.9% | +1,366.3% |
| All | +934.0% | -64.7% | +998.6% | +804.1% |
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