+177.4%
GD vs BIDU
-51.3%
+228.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.3% |
| 7D | -3.0% | +5.4% | -8.4% | -3.5% |
| 30D | +9.3% | -5.0% | +14.3% | +9.7% |
| 3M | -7.2% | -26.1% | +18.9% | -5.1% |
| 6M | +5.5% | -42.6% | +48.0% | +9.8% |
| YTD | +9.5% | -38.0% | +47.5% | +12.8% |
| 1Y | +6.4% | -35.7% | +42.1% | +9.2% |
| 3Y | +59.8% | -22.9% | +82.8% | +58.9% |
| 5Y | +98.0% | -49.9% | +147.8% | +100.1% |
| 10Y | +177.4% | -52.0% | +229.3% | +153.3% |
| All | +177.4% | -51.3% | +228.7% | +153.3% |
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