+301.5%
CDW vs BIDU
-51.7%
+353.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.3% |
| 7D | +9.1% | -2.3% | +11.4% | +9.5% |
| 30D | +13.7% | -7.3% | +21.0% | +15.1% |
| 3M | +27.0% | -26.0% | +53.0% | +33.2% |
| 6M | +75.9% | -44.5% | +120.4% | +92.3% |
| YTD | +28.9% | -40.6% | +69.5% | +37.4% |
| 1Y | +19.6% | -39.8% | +59.4% | +26.9% |
| 3Y | -14.6% | -26.7% | +12.1% | -15.7% |
| 5Y | -3.2% | -54.5% | +51.3% | -0.3% |
| All | +301.5% | -51.7% | +353.2% | +245.6% |
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