+651.7%
FLEX vs BIDU
-50.9%
+702.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +2.2% | -0.8% | +3.1% | +2.6% |
| 30D | -32.6% | -5.4% | -27.3% | -31.4% |
| 3M | -35.5% | -24.7% | -10.8% | -29.8% |
| 6M | -45.6% | -45.3% | -0.3% | -35.1% |
| YTD | +30.7% | -39.0% | +69.7% | +51.5% |
| 1Y | +28.4% | -39.6% | +67.9% | +48.9% |
| 3Y | +301.7% | -24.7% | +326.4% | +319.0% |
| 5Y | +473.3% | -52.3% | +525.6% | +530.0% |
| 10Y | +651.7% | -51.1% | +702.8% | +555.3% |
| All | +651.7% | -50.9% | +702.6% | +555.3% |
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