-50.4%
BIDU vs BR
+189.7%
-240.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -8.1% | -3.0% | -5.1% | -7.0% |
| 30D | -12.8% | -0.3% | -12.5% | -12.9% |
| 3M | -21.3% | +17.3% | -38.6% | -26.8% |
| 6M | -27.0% | -6.7% | -20.3% | -25.5% |
| YTD | -30.0% | -23.4% | -6.6% | -22.9% |
| 1Y | -18.3% | -32.7% | +14.4% | -4.6% |
| 3Y | -33.8% | -5.9% | -27.9% | -35.8% |
| 5Y | -44.3% | +8.4% | -52.7% | -51.0% |
| All | -50.4% | +189.7% | -240.0% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling