+128.1%
DAL vs BIDU
-51.3%
+179.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.0% | +6.3% | +5.5% |
| 7D | +10.0% | +5.4% | +4.7% | +8.7% |
| 30D | +12.0% | -5.0% | +17.1% | +13.5% |
| 3M | +0.8% | -26.1% | +26.9% | +8.1% |
| 6M | +26.2% | -42.6% | +68.7% | +42.9% |
| YTD | +33.7% | -38.0% | +71.7% | +47.0% |
| 1Y | +57.6% | -35.7% | +93.2% | +70.9% |
| 3Y | +183.5% | -22.9% | +206.4% | +181.0% |
| 5Y | +114.2% | -49.9% | +164.0% | +122.3% |
| 10Y | +128.1% | -52.0% | +180.1% | +103.3% |
| All | +128.1% | -51.3% | +179.5% | +103.3% |
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