-22.1%
BIDU vs SUI
+16.6%
-38.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.1% |
| 7D | +7.2% | +6.2% | +0.9% | +6.5% |
| 30D | -4.0% | +8.6% | -12.6% | -4.8% |
| 3M | -25.1% | +1.0% | -26.1% | -25.3% |
| 6M | -41.8% | -2.6% | -39.2% | -41.8% |
| YTD | -37.3% | -0.1% | -37.2% | -37.6% |
| 1Y | -35.6% | +0.5% | -36.0% | -35.9% |
| All | -22.1% | +16.6% | -38.7% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling