+286.5%
C vs BIDU
-51.1%
+337.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.0% | +6.2% | +0.7% |
| 7D | +3.2% | -2.4% | +5.6% | +3.6% |
| 30D | +1.3% | -15.6% | +16.9% | +4.6% |
| 3M | +3.1% | -22.3% | +25.4% | +8.1% |
| 6M | +29.6% | -22.3% | +51.9% | +34.7% |
| YTD | +19.0% | -29.2% | +48.1% | +25.4% |
| 1Y | +45.6% | -14.8% | +60.5% | +45.8% |
| 3Y | +269.3% | -31.8% | +301.1% | +276.5% |
| 5Y | +131.6% | -43.1% | +174.7% | +130.3% |
| 10Y | +286.5% | -50.6% | +337.2% | +223.0% |
| All | +286.5% | -51.1% | +337.6% | +223.0% |
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