+60.7%
BMY vs BIDU
-48.7%
+109.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -4.8% | -8.1% | +3.4% | -4.3% |
| 30D | -0.1% | -12.8% | +12.7% | +0.7% |
| 3M | +13.1% | -21.3% | +34.4% | +14.6% |
| 6M | +8.4% | -27.0% | +35.4% | +10.1% |
| YTD | +22.0% | -30.0% | +52.0% | +24.0% |
| 1Y | +40.3% | -18.3% | +58.6% | +40.6% |
| 3Y | +20.5% | -33.8% | +54.4% | +21.3% |
| 5Y | +23.7% | -44.3% | +68.0% | +23.6% |
| All | +60.7% | -48.7% | +109.4% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling