+288.7%
DOV vs BIDU
-49.1%
+337.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.6% | -1.9% |
| 7D | -1.9% | -5.2% | +3.3% | -1.2% |
| 30D | -9.9% | -14.5% | +4.6% | -7.9% |
| 3M | -12.1% | -22.9% | +10.8% | -8.9% |
| 6M | -10.4% | -27.8% | +17.4% | -6.7% |
| YTD | -3.3% | -30.7% | +27.3% | +0.9% |
| 1Y | +7.8% | -15.8% | +23.6% | +7.9% |
| 3Y | +36.3% | -33.2% | +69.6% | +38.6% |
| 5Y | +14.8% | -44.8% | +59.6% | +14.8% |
| All | +288.7% | -49.1% | +337.9% | +238.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling