-51.2%
BIDU vs SUI
+117.1%
-168.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -2.4% |
| 7D | +3.6% | +3.4% | +0.1% | +2.5% |
| 30D | -6.6% | +4.6% | -11.2% | -8.1% |
| 3M | -27.2% | +1.6% | -28.8% | -27.7% |
| 6M | -43.5% | -3.5% | -40.0% | -43.2% |
| YTD | -39.0% | -1.0% | -38.0% | -39.4% |
| 1Y | -39.8% | -1.7% | -38.0% | -40.0% |
| 3Y | -24.8% | +18.4% | -43.1% | -31.7% |
| 5Y | -50.7% | -26.3% | -24.3% | -48.0% |
| 10Y | -51.2% | +123.3% | -174.6% | -59.7% |
| All | -51.2% | +117.1% | -168.4% | -59.7% |
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