+726.2%
FLEX vs BIDU
-44.5%
+770.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -7.0% | +11.3% | +6.2% |
| 7D | +7.0% | -2.4% | +9.4% | +7.5% |
| 30D | -5.8% | -15.6% | +9.8% | -1.8% |
| 3M | -24.2% | -22.3% | -1.9% | -19.4% |
| 6M | +90.8% | -22.3% | +113.1% | +104.2% |
| YTD | +89.2% | -29.2% | +118.4% | +106.4% |
| 1Y | +104.7% | -14.8% | +119.5% | +113.6% |
| 3Y | +478.1% | -31.8% | +509.9% | +511.6% |
| 5Y | +726.2% | -43.1% | +769.3% | +768.6% |
| All | +726.2% | -44.5% | +770.7% | +768.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling