-14.8%
BIDU vs SUI
-5.1%
-9.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.5% | -5.5% | -7.2% |
| 7D | -2.4% | -3.1% | +0.7% | -3.0% |
| 30D | -15.6% | -2.3% | -13.3% | -16.0% |
| 3M | -22.3% | -2.8% | -19.5% | -22.7% |
| 6M | -22.3% | -12.4% | -9.9% | -25.5% |
| YTD | -29.2% | -3.3% | -25.9% | -28.7% |
| 1Y | -14.8% | -5.8% | -9.0% | -11.7% |
| All | -14.8% | -5.1% | -9.8% | -11.7% |
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 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