+152.0%
GE vs BIDU
-51.3%
+203.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +2.7% | -4.6% | +7.2% | +3.5% |
| 30D | +8.1% | -4.5% | +12.6% | +9.0% |
| 3M | -7.9% | -25.4% | +17.5% | -3.4% |
| 6M | +12.9% | -48.1% | +61.0% | +25.8% |
| YTD | +8.2% | -40.2% | +48.4% | +16.8% |
| 1Y | +9.7% | -35.2% | +44.9% | +16.5% |
| 3Y | +266.1% | -27.1% | +293.2% | +267.2% |
| 5Y | +407.4% | -54.2% | +461.6% | +430.1% |
| All | +152.0% | -51.3% | +203.3% | +120.8% |
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