+134.0%
BP vs BIDU
-49.1%
+183.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.1% |
| 7D | +5.7% | -5.2% | +11.0% | +6.5% |
| 30D | +8.1% | -14.5% | +22.6% | +10.4% |
| 3M | +8.6% | -22.9% | +31.5% | +12.5% |
| 6M | +18.1% | -27.8% | +45.9% | +22.7% |
| YTD | +37.6% | -30.7% | +68.3% | +43.3% |
| 1Y | +39.4% | -15.8% | +55.2% | +39.1% |
| 3Y | +40.1% | -33.2% | +73.3% | +42.1% |
| 5Y | +141.3% | -44.8% | +186.1% | +140.8% |
| All | +134.0% | -49.1% | +183.2% | +98.1% |
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