-35.7%
BIDU vs SUI
+1.6%
-37.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.2% | -0.7% | +4.5% |
| 7D | +1.2% | +10.0% | -8.9% | +1.5% |
| 30D | -7.5% | +8.4% | -15.9% | -7.3% |
| 3M | -28.6% | +0.7% | -29.2% | -29.0% |
| 6M | -36.9% | -0.9% | -36.0% | -37.5% |
| YTD | -38.4% | +0.6% | -39.1% | -37.6% |
| 1Y | -35.7% | +0.8% | -36.4% | -34.8% |
| All | -35.7% | +1.6% | -37.3% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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