+956.0%
DOV vs BIDU
+1,302.3%
-346.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.0% | +7.9% | +2.3% |
| 7D | +2.5% | -2.4% | +5.0% | +2.9% |
| 30D | -7.5% | -15.6% | +8.1% | -4.8% |
| 3M | -9.7% | -22.3% | +12.6% | -5.9% |
| 6M | -6.1% | -22.3% | +16.2% | -2.8% |
| YTD | +0.5% | -29.2% | +29.7% | +5.3% |
| 1Y | +10.5% | -14.8% | +25.3% | +10.7% |
| 3Y | +41.7% | -31.8% | +73.5% | +44.0% |
| 5Y | +18.4% | -43.1% | +61.6% | +17.0% |
| 10Y | +289.8% | -50.6% | +340.4% | +265.7% |
| All | +956.0% | +1,302.3% | -346.2% | +476.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling