+127.7%
EXPE vs BIDU
-51.3%
+179.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.8% | -1.3% |
| 7D | -0.5% | -4.6% | +4.1% | +0.6% |
| 30D | -6.1% | -4.5% | -1.5% | -5.0% |
| 3M | -21.3% | -25.4% | +4.0% | -16.1% |
| 6M | +19.0% | -48.1% | +67.1% | +37.4% |
| YTD | -8.4% | -40.2% | +31.8% | +0.6% |
| 1Y | -2.8% | -35.2% | +32.4% | +4.4% |
| 3Y | +120.8% | -27.1% | +147.9% | +119.0% |
| 5Y | +46.2% | -54.2% | +100.4% | +55.1% |
| All | +127.7% | -51.3% | +179.0% | +99.5% |
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