+42.1%
BEN vs BIDU
+1.5%
+40.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.1% | -0.6% | +3.1% |
| 7D | +0.2% | +2.4% | -2.2% | 0.0% |
| 30D | -0.5% | -10.5% | +9.9% | +0.5% |
| 3M | +9.7% | -26.2% | +35.9% | +12.9% |
| 6M | +33.9% | -16.4% | +50.3% | +35.7% |
| YTD | +49.0% | -23.9% | +72.9% | +51.1% |
| 1Y | +42.1% | +1.3% | +40.8% | +43.7% |
| All | +42.1% | +1.5% | +40.6% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling