+342.0%
DRI vs BIDU
-48.3%
+390.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.6% |
| 7D | -4.8% | -2.4% | -2.4% | -4.5% |
| 30D | -3.9% | -16.0% | +12.0% | -1.6% |
| 3M | +5.1% | -24.0% | +29.1% | +9.0% |
| 6M | +5.5% | -24.9% | +30.4% | +8.8% |
| YTD | +16.5% | -29.6% | +46.0% | +20.7% |
| 1Y | +2.0% | -15.2% | +17.1% | +1.6% |
| 3Y | +54.5% | -32.2% | +86.7% | +56.0% |
| 5Y | +66.6% | -43.8% | +110.4% | +64.6% |
| All | +342.0% | -48.3% | +390.4% | +253.7% |
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