+156.4%
EXPE vs BIDU
-49.1%
+205.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.1% | +1.9% |
| 7D | -8.7% | -5.2% | -3.4% | -7.5% |
| 30D | -13.6% | -14.5% | +0.9% | -10.7% |
| 3M | +26.6% | -22.9% | +49.5% | +33.6% |
| 6M | +19.9% | -27.8% | +47.8% | +27.2% |
| YTD | -1.7% | -30.7% | +29.0% | +4.4% |
| 1Y | +29.4% | -15.8% | +45.3% | +29.1% |
| 3Y | +155.7% | -33.2% | +188.9% | +161.3% |
| 5Y | +93.1% | -44.8% | +137.9% | +94.8% |
| All | +156.4% | -49.1% | +205.5% | +125.9% |
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