+464.3%
FLEX vs BIDU
-33.9%
+498.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.2% |
| 7D | +6.4% | -2.4% | +8.8% | +7.0% |
| 30D | -5.9% | -16.0% | +10.1% | -0.2% |
| 3M | -23.5% | -24.0% | +0.6% | -16.0% |
| 6M | +83.7% | -24.9% | +108.6% | +103.8% |
| YTD | +86.5% | -29.6% | +116.1% | +110.3% |
| 1Y | +100.5% | -15.2% | +115.7% | +114.3% |
| All | +464.3% | -33.9% | +498.1% | +540.4% |
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