+287.5%
CAH vs BIDU
-48.7%
+336.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -5.1% | -8.1% | +3.0% | -4.6% |
| 30D | +0.2% | -12.8% | +13.0% | +1.0% |
| 3M | +6.3% | -21.3% | +27.6% | +7.8% |
| 6M | +9.4% | -27.0% | +36.4% | +11.1% |
| YTD | +15.0% | -30.0% | +45.0% | +16.9% |
| 1Y | +55.4% | -18.3% | +73.7% | +55.4% |
| 3Y | +173.8% | -33.8% | +207.7% | +175.7% |
| 5Y | +395.2% | -44.3% | +439.5% | +393.0% |
| All | +287.5% | -48.7% | +336.1% | +258.0% |
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