+406.7%
BNY vs BIDU
-48.7%
+455.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -1.3% | -8.1% | +6.8% | -0.2% |
| 30D | -0.2% | -12.8% | +12.7% | +1.6% |
| 3M | +14.9% | -21.3% | +36.2% | +18.4% |
| 6M | +40.0% | -27.0% | +67.0% | +45.0% |
| YTD | +42.0% | -30.0% | +72.0% | +47.5% |
| 1Y | +56.9% | -18.3% | +75.1% | +58.1% |
| 3Y | +289.9% | -33.8% | +323.7% | +296.8% |
| 5Y | +259.2% | -44.3% | +303.5% | +259.2% |
| All | +406.7% | -48.7% | +455.4% | +349.4% |
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