-33.8%
BIDU vs AEIS
+173.7%
-207.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | -0.3% |
| 7D | -8.1% | +2.3% | -10.4% | -8.7% |
| 30D | -12.8% | -14.8% | +2.0% | -9.3% |
| 3M | -21.3% | -15.6% | -5.7% | -19.1% |
| 6M | -27.0% | -8.7% | -18.3% | -27.3% |
| YTD | -30.0% | +37.3% | -67.4% | -38.0% |
| 1Y | -18.3% | +80.3% | -98.6% | -32.8% |
| 3Y | -33.8% | +177.9% | -211.8% | -54.1% |
| All | -33.8% | +173.7% | -207.5% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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