+273.3%
GE vs BIDU
-33.5%
+306.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.0% | +6.3% | +0.1% |
| 7D | +1.2% | -2.4% | +3.6% | +1.4% |
| 30D | -9.5% | -15.6% | +6.1% | -7.9% |
| 3M | +4.1% | -22.3% | +26.4% | +6.8% |
| 6M | +3.9% | -22.3% | +26.2% | +6.3% |
| YTD | +9.0% | -29.2% | +38.2% | +12.4% |
| 1Y | +21.9% | -14.8% | +36.8% | +23.2% |
| All | +273.3% | -33.5% | +306.8% | +289.8% |
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 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