+16.5%
BTDR vs BIDU
-45.6%
+62.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.6% | -4.9% | -6.2% |
| 7D | -3.2% | -5.2% | +2.0% | -2.2% |
| 30D | +32.7% | -14.5% | +47.2% | +36.7% |
| 3M | -28.4% | -22.9% | -5.5% | -24.7% |
| 6M | +51.7% | -27.8% | +79.5% | +61.6% |
| YTD | +2.9% | -30.7% | +33.5% | +10.4% |
| 1Y | -15.5% | -15.8% | +0.3% | -10.8% |
| 3Y | 0.0% | -33.2% | +33.2% | +2.7% |
| 5Y | +16.5% | -44.8% | +61.2% | +18.8% |
| All | +16.5% | -45.6% | +62.1% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling