-40.3%
BIDU vs SUI
-32.0%
-8.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.2% |
| 7D | +2.4% | -2.8% | +5.3% | +3.4% |
| 30D | -10.5% | -1.2% | -9.3% | -10.2% |
| 3M | -26.2% | -1.7% | -24.5% | -26.1% |
| 6M | -16.4% | -10.5% | -5.9% | -13.6% |
| YTD | -23.9% | -1.8% | -22.0% | -24.1% |
| 1Y | +1.3% | -4.1% | +5.4% | +1.6% |
| 3Y | -32.1% | +11.3% | -43.3% | -38.7% |
| All | -40.3% | -32.0% | -8.3% | -37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling