+513.6%
EWT vs BIDU
-48.7%
+562.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | -1.1% | -8.1% | +7.0% | +0.6% |
| 30D | +4.5% | -12.8% | +17.3% | +7.3% |
| 3M | +8.3% | -21.3% | +29.5% | +13.4% |
| 6M | +54.2% | -27.0% | +81.2% | +63.5% |
| YTD | +74.6% | -30.0% | +104.6% | +85.9% |
| 1Y | +84.9% | -18.3% | +103.2% | +89.2% |
| 3Y | +197.5% | -33.8% | +231.4% | +208.8% |
| 5Y | +150.6% | -44.3% | +194.9% | +154.7% |
| All | +513.6% | -48.7% | +562.3% | +463.6% |
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