-50.8%
BIDU vs BUD
-22.8%
-28.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.4% |
| 7D | -5.2% | -3.2% | -2.0% | -3.9% |
| 30D | -14.5% | -3.7% | -10.8% | -13.1% |
| 3M | -22.9% | -4.4% | -18.4% | -21.8% |
| 6M | -27.8% | +7.7% | -35.5% | -30.7% |
| YTD | -30.7% | +23.1% | -53.7% | -37.6% |
| 1Y | -15.8% | +33.6% | -49.4% | -27.2% |
| 3Y | -33.2% | +44.7% | -77.9% | -45.6% |
| 5Y | -44.8% | +44.9% | -89.7% | -55.2% |
| All | -50.8% | -22.8% | -28.0% | -54.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling