-51.2%
BIDU vs RACE
+740.2%
-791.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.9% | -1.3% |
| 7D | +3.6% | +0.2% | +3.3% | +3.4% |
| 30D | -6.6% | +6.6% | -13.2% | -9.4% |
| 3M | -27.2% | +2.2% | -29.4% | -28.1% |
| 6M | -43.5% | +22.4% | -65.9% | -49.2% |
| YTD | -39.0% | +13.8% | -52.8% | -43.7% |
| 1Y | -39.8% | +2.2% | -42.0% | -41.6% |
| 3Y | -24.8% | +25.6% | -50.4% | -39.4% |
| 5Y | -50.7% | +71.0% | -121.6% | -67.6% |
| 10Y | -51.2% | +739.1% | -790.3% | -82.3% |
| All | -51.2% | +740.2% | -791.4% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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