-31.8%
BIDU vs SUI
+12.1%
-43.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.5% | -5.5% | -6.8% |
| 7D | -2.4% | -3.1% | +0.7% | -2.1% |
| 30D | -15.6% | -2.3% | -13.3% | -15.4% |
| 3M | -22.3% | -2.8% | -19.5% | -22.2% |
| 6M | -22.3% | -12.4% | -9.9% | -21.2% |
| YTD | -29.2% | -3.3% | -25.9% | -29.2% |
| 1Y | -14.8% | -5.8% | -9.0% | -14.4% |
| 3Y | -31.8% | +12.5% | -44.3% | -37.4% |
| All | -31.8% | +12.1% | -43.9% | -37.4% |
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