+289.9%
BNY vs BIDU
-34.3%
+324.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -1.3% | -8.1% | +6.8% | -0.7% |
| 30D | -0.2% | -12.8% | +12.7% | +0.8% |
| 3M | +14.9% | -21.3% | +36.2% | +16.9% |
| 6M | +40.0% | -27.0% | +67.0% | +42.7% |
| YTD | +42.0% | -30.0% | +72.0% | +45.0% |
| 1Y | +56.9% | -18.3% | +75.1% | +57.7% |
| 3Y | +289.9% | -33.8% | +323.7% | +297.3% |
| All | +289.9% | -34.3% | +324.2% | +297.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling