-44.8%
BIDU vs BB
-29.9%
-14.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -0.9% |
| 7D | -5.2% | -2.1% | -3.1% | -4.8% |
| 30D | -14.5% | -16.0% | +1.5% | -10.9% |
| 3M | -22.9% | -14.5% | -8.4% | -21.4% |
| 6M | -27.8% | +118.6% | -146.4% | -43.8% |
| YTD | -30.7% | +98.9% | -129.6% | -44.7% |
| 1Y | -15.8% | +99.5% | -115.3% | -33.5% |
| 3Y | -33.2% | +65.4% | -98.6% | -49.0% |
| 5Y | -44.8% | -27.6% | -17.2% | -42.9% |
| All | -44.8% | -29.9% | -14.9% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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