-33.8%
BIDU vs AEE
+46.3%
-80.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -8.1% | -0.8% | -7.3% | -8.1% |
| 30D | -12.8% | -2.9% | -9.9% | -12.9% |
| 3M | -21.3% | -2.4% | -18.9% | -21.6% |
| 6M | -27.0% | -2.7% | -24.3% | -27.3% |
| YTD | -30.0% | +7.3% | -37.3% | -30.7% |
| 1Y | -18.3% | +7.5% | -25.8% | -19.0% |
| 3Y | -33.8% | +46.2% | -80.0% | -38.3% |
| All | -33.8% | +46.3% | -80.1% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling