+717.9%
BNY vs BIDU
+1,272.6%
-554.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | -1.1% | -5.2% | +4.2% | -0.1% |
| 30D | +1.4% | -14.5% | +15.9% | +4.3% |
| 3M | +16.8% | -22.9% | +39.7% | +22.3% |
| 6M | +42.0% | -27.8% | +69.8% | +49.6% |
| YTD | +41.9% | -30.7% | +72.6% | +49.9% |
| 1Y | +59.2% | -15.8% | +75.0% | +60.0% |
| 3Y | +290.9% | -33.2% | +324.1% | +298.4% |
| 5Y | +259.0% | -44.8% | +303.8% | +255.0% |
| 10Y | +413.0% | -50.3% | +463.3% | +372.1% |
| All | +717.9% | +1,272.6% | -554.7% | +276.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling