+550.9%
BIDU vs RY
+1,328.2%
-777.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.3% |
| 7D | -0.8% | -3.0% | +2.1% | +1.2% |
| 30D | -5.4% | +6.3% | -11.6% | -9.3% |
| 3M | -24.7% | -2.6% | -22.1% | -23.4% |
| 6M | -45.3% | +13.9% | -59.2% | -50.4% |
| YTD | -39.0% | +21.7% | -60.6% | -46.9% |
| 1Y | -39.6% | +40.4% | -80.0% | -52.4% |
| 3Y | -24.7% | +161.3% | -186.0% | -62.2% |
| 5Y | -52.3% | +126.5% | -178.8% | -73.3% |
| 10Y | -51.1% | +354.3% | -405.4% | -83.5% |
| All | +550.9% | +1,328.2% | -777.4% | +63.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling