+440.9%
FLEX vs BIDU
-34.9%
+475.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.6% | -3.6% |
| 7D | +0.1% | -5.2% | +5.3% | +1.8% |
| 30D | -11.8% | -14.5% | +2.7% | -7.0% |
| 3M | -22.6% | -22.9% | +0.3% | -15.4% |
| 6M | +77.3% | -27.8% | +105.1% | +99.0% |
| YTD | +78.8% | -30.7% | +109.4% | +102.7% |
| 1Y | +86.1% | -15.8% | +101.9% | +99.6% |
| All | +440.9% | -34.9% | +475.8% | +517.5% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling