+14.9%
BTDR vs BIDU
-34.3%
+49.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.3% |
| 7D | -3.4% | -8.1% | +4.7% | +0.6% |
| 30D | +32.6% | -12.8% | +45.4% | +41.2% |
| 3M | -32.2% | -21.3% | -11.0% | -24.2% |
| 6M | +52.4% | -27.0% | +79.3% | +76.2% |
| YTD | +6.7% | -30.0% | +36.7% | +25.6% |
| 1Y | -15.2% | -18.3% | +3.0% | -5.6% |
| 3Y | +14.9% | -33.8% | +48.7% | +8.0% |
| All | +14.9% | -34.3% | +49.2% | +8.0% |
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