+537.7%
BIDU vs EXR
+2,289.0%
-1,751.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -4.6% | -0.4% | -4.1% | -4.4% |
| 30D | -4.5% | +18.2% | -22.8% | -10.8% |
| 3M | -25.4% | +7.3% | -32.7% | -27.6% |
| 6M | -48.1% | +13.8% | -61.9% | -50.9% |
| YTD | -40.2% | +25.9% | -66.1% | -45.9% |
| 1Y | -35.2% | +25.8% | -61.0% | -41.5% |
| 3Y | -27.1% | +53.7% | -80.8% | -41.3% |
| 5Y | -54.2% | -1.8% | -52.4% | -56.7% |
| 10Y | -52.0% | +214.5% | -266.6% | -74.6% |
| All | +537.7% | +2,289.0% | -1,751.4% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling