-49.5%
BIDU vs SUI
+104.7%
-154.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.1% |
| 7D | -2.4% | -4.3% | +1.8% | -1.1% |
| 30D | -16.0% | -2.1% | -13.8% | -15.4% |
| 3M | -24.0% | -6.1% | -17.9% | -22.7% |
| 6M | -24.9% | -12.8% | -12.1% | -21.9% |
| YTD | -29.6% | -4.6% | -24.9% | -29.1% |
| 1Y | -15.2% | -7.7% | -7.5% | -13.8% |
| 3Y | -32.2% | +10.9% | -43.1% | -37.0% |
| 5Y | -43.8% | -32.4% | -11.4% | -39.2% |
| 10Y | -49.5% | +105.7% | -155.1% | -57.2% |
| All | -49.5% | +104.7% | -154.2% | -57.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling