+186.3%
DD vs BIDU
+1,302.3%
-1,116.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.0% | +6.8% | +1.3% |
| 7D | -0.6% | -2.4% | +1.8% | -0.2% |
| 30D | -7.4% | -15.6% | +8.2% | -4.2% |
| 3M | -6.4% | -22.3% | +15.9% | -1.8% |
| 6M | -2.5% | -22.3% | +19.8% | +1.7% |
| YTD | +10.2% | -29.2% | +39.4% | +16.6% |
| 1Y | +36.9% | -14.8% | +51.8% | +37.8% |
| 3Y | +47.0% | -31.8% | +78.8% | +51.0% |
| 5Y | +63.1% | -43.1% | +106.3% | +63.2% |
| 10Y | +68.2% | -50.6% | +118.8% | +60.2% |
| All | +186.3% | +1,302.3% | -1,116.0% | +52.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling