+17.1%
DLR vs BIDU
-38.7%
+55.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | +3.3% | -4.6% | +7.9% | +3.8% |
| 30D | +4.6% | -4.5% | +9.1% | +5.0% |
| 3M | -8.3% | -25.4% | +17.1% | -6.0% |
| 6M | -5.6% | -48.1% | +42.5% | +0.6% |
| YTD | +18.7% | -40.2% | +58.9% | +22.3% |
| 1Y | +17.1% | -35.2% | +52.3% | +19.0% |
| All | +17.1% | -38.7% | +55.8% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling