+153.4%
FDX vs BIDU
-52.8%
+206.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | +0.5% | +3.6% | -3.1% | -0.2% |
| 30D | +9.5% | -6.6% | +16.1% | +10.9% |
| 3M | -1.3% | -27.2% | +25.9% | +4.4% |
| 6M | +5.5% | -43.5% | +49.0% | +16.4% |
| YTD | +38.9% | -39.0% | +77.9% | +49.4% |
| 1Y | +58.8% | -39.8% | +98.6% | +70.7% |
| 3Y | +71.1% | -24.8% | +95.9% | +69.3% |
| 5Y | +76.3% | -50.7% | +127.0% | +80.4% |
| 10Y | +153.4% | -51.2% | +204.7% | +125.7% |
| All | +153.4% | -52.8% | +206.2% | +125.7% |
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