+7.4%
DASH vs BIDU
-40.6%
+48.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.1% | -8.7% | -6.0% |
| 7D | -10.6% | +2.4% | -13.0% | -11.4% |
| 30D | +2.2% | -10.5% | +12.6% | +5.4% |
| 3M | +32.3% | -26.2% | +58.5% | +45.2% |
| 6M | +19.1% | -16.4% | +35.5% | +23.1% |
| YTD | -6.5% | -23.9% | +17.4% | -1.3% |
| 1Y | -14.9% | +1.3% | -16.2% | -22.2% |
| 3Y | +151.9% | -32.1% | +184.0% | +160.7% |
| All | +7.4% | -40.6% | +48.1% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling