-9.5%
DASH vs BIDU
-47.2%
+37.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -4.5% | -4.6% | 0.0% | -3.0% |
| 30D | -6.8% | -4.5% | -2.2% | -5.3% |
| 3M | -20.7% | -25.4% | +4.7% | -13.0% |
| 6M | +15.1% | -48.1% | +63.1% | +41.5% |
| YTD | -24.3% | -40.2% | +15.9% | -13.3% |
| 1Y | -12.1% | -35.2% | +23.1% | -3.0% |
| 3Y | +91.1% | -27.1% | +118.2% | +84.6% |
| 5Y | -30.3% | -54.2% | +23.9% | -23.4% |
| All | -9.5% | -47.2% | +37.7% | +5.1% |
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 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