+290.2%
BN vs BIDU
-51.3%
+341.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.8% |
| 7D | -1.0% | -4.6% | +3.6% | 0.0% |
| 30D | +14.0% | -4.5% | +18.5% | +15.1% |
| 3M | -9.0% | -25.4% | +16.3% | -3.4% |
| 6M | -8.8% | -48.1% | +39.3% | +4.3% |
| YTD | -10.3% | -40.2% | +29.9% | -1.5% |
| 1Y | -5.8% | -35.2% | +29.4% | +1.2% |
| 3Y | +94.8% | -27.1% | +121.9% | +96.2% |
| 5Y | +31.5% | -54.2% | +85.7% | +39.0% |
| All | +290.2% | -51.3% | +341.6% | +247.8% |
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