+333.0%
DINO vs BIDU
-45.6%
+378.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.3% |
| 7D | +1.5% | -5.2% | +6.7% | +1.9% |
| 30D | +25.9% | -14.5% | +40.4% | +27.3% |
| 3M | +53.2% | -22.9% | +76.1% | +56.1% |
| 6M | +105.5% | -27.8% | +133.3% | +109.7% |
| YTD | +139.2% | -30.7% | +169.9% | +144.4% |
| 1Y | +117.4% | -15.8% | +133.2% | +117.0% |
| 3Y | +99.3% | -33.2% | +132.5% | +99.2% |
| 5Y | +333.0% | -44.8% | +377.8% | +354.1% |
| All | +333.0% | -45.6% | +378.6% | +354.1% |
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 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