+1.3%
BIDU vs BUD
+36.8%
-35.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.1% |
| 7D | +2.4% | +0.3% | +2.1% | +2.4% |
| 30D | -10.5% | -5.7% | -4.8% | -10.3% |
| 3M | -26.2% | +3.1% | -29.3% | -26.7% |
| 6M | -16.4% | +7.9% | -24.3% | -18.8% |
| YTD | -23.9% | +27.3% | -51.2% | -23.9% |
| 1Y | +1.3% | +37.8% | -36.5% | +4.4% |
| All | +1.3% | +36.8% | -35.5% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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