+43.4%
C vs BIDU
-15.1%
+58.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.0% | +6.2% | -0.1% |
| 7D | +3.2% | -2.4% | +5.6% | +3.4% |
| 30D | +1.3% | -15.6% | +16.9% | +2.8% |
| 3M | +3.1% | -22.3% | +25.4% | +5.4% |
| 6M | +29.6% | -22.3% | +51.9% | +31.2% |
| YTD | +19.0% | -29.2% | +48.1% | +21.4% |
| All | +43.4% | -15.1% | +58.6% | +45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling