+711.7%
BIDU vs SUI
+1,045.8%
-334.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.2% |
| 7D | +2.4% | -2.8% | +5.3% | +3.6% |
| 30D | -10.5% | -1.2% | -9.3% | -10.1% |
| 3M | -26.2% | -1.7% | -24.5% | -26.0% |
| 6M | -16.4% | -10.5% | -5.9% | -13.0% |
| 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% | -37.8% |
| 5Y | -39.0% | -32.1% | -6.9% | -31.9% |
| 10Y | -44.0% | +110.4% | -154.5% | -64.1% |
| All | +711.7% | +1,045.8% | -334.0% | +133.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling