+661.1%
BX vs BIDU
-48.7%
+709.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.3% |
| 7D | -5.6% | -8.1% | +2.5% | -3.7% |
| 30D | -12.2% | -12.8% | +0.6% | -9.6% |
| 3M | +7.4% | -21.3% | +28.7% | +12.9% |
| 6M | +22.2% | -27.0% | +49.1% | +29.9% |
| YTD | -14.0% | -30.0% | +16.0% | -8.1% |
| 1Y | -27.3% | -18.3% | -9.0% | -26.4% |
| 3Y | +24.5% | -33.8% | +58.4% | +28.6% |
| 5Y | +18.9% | -44.3% | +63.2% | +20.3% |
| All | +661.1% | -48.7% | +709.7% | +551.0% |
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 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