-15.8%
BIDU vs BUD
+33.5%
-49.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.5% |
| 7D | -5.2% | -3.2% | -2.0% | -5.0% |
| 30D | -14.5% | -3.7% | -10.8% | -14.3% |
| 3M | -22.9% | -4.4% | -18.4% | -22.8% |
| 6M | -27.8% | +7.7% | -35.5% | -29.5% |
| YTD | -30.7% | +23.1% | -53.7% | -30.8% |
| 1Y | -15.8% | +33.6% | -49.4% | -13.7% |
| All | -15.8% | +33.5% | -49.3% | -13.7% |
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