-49.2%
BIDU vs SUI
+107.6%
-156.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.5% | -5.5% | -6.5% |
| 7D | -2.4% | -3.1% | +0.7% | -1.5% |
| 30D | -15.6% | -2.3% | -13.3% | -15.0% |
| 3M | -22.3% | -2.8% | -19.5% | -21.8% |
| 6M | -22.3% | -12.4% | -9.9% | -19.3% |
| YTD | -29.2% | -3.3% | -25.9% | -29.0% |
| 1Y | -14.8% | -5.8% | -9.0% | -14.0% |
| 3Y | -31.8% | +12.5% | -44.3% | -36.9% |
| 5Y | -43.1% | -32.9% | -10.3% | -38.4% |
| All | -49.2% | +107.6% | -156.8% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling