+15.6%
DOCU vs BIDU
-40.0%
+55.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | +1.6% | -2.3% | +3.9% | +1.6% |
| 30D | +10.8% | -7.3% | +18.1% | +11.0% |
| 3M | +38.0% | -26.0% | +63.9% | +38.3% |
| 6M | +77.4% | -44.5% | +121.9% | +76.3% |
| YTD | +17.2% | -40.6% | +57.8% | +19.0% |
| 1Y | +15.6% | -39.8% | +55.4% | +17.2% |
| All | +15.6% | -40.0% | +55.6% | +17.2% |
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