+53.4%
BHP vs BIDU
-34.6%
+88.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.5% | -1.9% | +1.6% |
| 7D | -2.5% | +1.2% | -3.7% | -2.8% |
| 30D | -7.7% | -7.5% | -0.2% | -6.2% |
| 3M | -6.4% | -28.6% | +22.2% | 0.0% |
| 6M | +5.2% | -36.9% | +42.1% | +16.0% |
| YTD | +38.3% | -38.4% | +76.8% | +51.6% |
| 1Y | +53.4% | -35.7% | +89.0% | +67.8% |
| All | +53.4% | -34.6% | +88.0% | +67.8% |
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