-44.8%
BIDU vs WU
-51.6%
+6.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.4% |
| 7D | -5.2% | -5.0% | -0.3% | -3.9% |
| 30D | -14.5% | -2.3% | -12.2% | -14.1% |
| 3M | -22.9% | -3.2% | -19.7% | -23.8% |
| 6M | -27.8% | -25.0% | -2.8% | -22.8% |
| YTD | -30.7% | -21.7% | -9.0% | -27.3% |
| 1Y | -15.8% | -9.0% | -6.9% | -17.1% |
| 3Y | -33.2% | -28.9% | -4.4% | -29.7% |
| 5Y | -44.8% | -51.0% | +6.2% | -38.7% |
| All | -44.8% | -51.6% | +6.8% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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