+304.4%
FLEX vs BIDU
-24.2%
+328.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.0% | +13.0% | +12.4% |
| 7D | -7.2% | +5.4% | -12.5% | -9.1% |
| 30D | -34.8% | -5.0% | -29.7% | -33.5% |
| 3M | -35.6% | -26.1% | -9.4% | -28.5% |
| 6M | -45.0% | -42.6% | -2.5% | -33.7% |
| YTD | +29.4% | -38.0% | +67.4% | +52.5% |
| 1Y | +24.8% | -35.7% | +60.5% | +45.7% |
| 3Y | +304.4% | -22.9% | +327.4% | +330.7% |
| All | +304.4% | -24.2% | +328.6% | +330.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling