-35.7%
BIDU vs IBN
+4.2%
-39.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.8% | +0.7% | +4.0% |
| 7D | +1.2% | +8.9% | -7.8% | +0.3% |
| 30D | -7.5% | +12.6% | -20.2% | -8.7% |
| 3M | -28.6% | +3.1% | -31.6% | -28.9% |
| 6M | -36.9% | +20.6% | -57.5% | -38.7% |
| YTD | -38.4% | +5.8% | -44.2% | -39.5% |
| 1Y | -35.7% | +3.7% | -39.3% | -38.5% |
| All | -35.7% | +4.2% | -39.9% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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