+1,227.8%
BE vs BIDU
-42.3%
+1,270.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.6% |
| 7D | +23.9% | -2.4% | +26.4% | +24.9% |
| 30D | +27.8% | -16.0% | +43.8% | +37.2% |
| 3M | +3.7% | -24.0% | +27.7% | +16.0% |
| 6M | +78.0% | -24.9% | +102.8% | +98.1% |
| YTD | +209.9% | -29.6% | +239.5% | +254.5% |
| 1Y | +389.6% | -15.2% | +404.8% | +418.1% |
| 3Y | +1,730.6% | -32.2% | +1,762.8% | +1,925.8% |
| 5Y | +1,227.8% | -43.8% | +1,271.6% | +1,393.2% |
| All | +1,227.8% | -42.3% | +1,270.1% | +1,393.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling