+417.9%
GE vs BIDU
-42.3%
+460.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.8% |
| 7D | -1.2% | -2.4% | +1.2% | -1.0% |
| 30D | -11.3% | -16.0% | +4.7% | -9.4% |
| 3M | -1.4% | -24.0% | +22.6% | +1.8% |
| 6M | +1.2% | -24.9% | +26.1% | +4.4% |
| YTD | +5.9% | -29.6% | +35.5% | +9.9% |
| 1Y | +18.4% | -15.2% | +33.6% | +19.2% |
| 3Y | +271.0% | -32.2% | +303.1% | +278.2% |
| 5Y | +417.9% | -43.8% | +461.7% | +418.2% |
| All | +417.9% | -42.3% | +460.2% | +418.2% |
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