-22.1%
BIDU vs RY
+159.5%
-181.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.7% |
| 7D | +7.2% | -0.9% | +8.1% | +7.7% |
| 30D | -4.0% | +5.9% | -9.9% | -7.0% |
| 3M | -25.1% | -4.3% | -20.8% | -23.3% |
| 6M | -41.8% | +12.1% | -53.9% | -45.7% |
| YTD | -37.3% | +20.3% | -57.6% | -43.8% |
| 1Y | -35.6% | +41.0% | -76.6% | -46.6% |
| All | -22.1% | +159.5% | -181.6% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 3y: compounded portfolio wealth divided by compounded RY 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…
3y analysis · Full analysis span regression · 6 months rolling