+23.3%
BTDR vs BIDU
-43.9%
+67.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | +14.8% | -2.4% | +17.3% | +15.3% |
| 30D | +41.8% | -16.0% | +57.8% | +46.5% |
| 3M | -29.2% | -24.0% | -5.2% | -25.4% |
| 6M | +66.2% | -24.9% | +91.0% | +75.6% |
| YTD | +10.0% | -29.6% | +39.6% | +17.6% |
| 1Y | -11.0% | -15.2% | +4.2% | -6.3% |
| 3Y | +6.9% | -32.2% | +39.1% | +9.5% |
| 5Y | +24.7% | -43.8% | +68.4% | +27.0% |
| All | +23.3% | -43.9% | +67.2% | +25.7% |
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