+4.5%
GEN vs BIDU
-18.3%
+22.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.8% |
| 7D | -4.3% | -5.2% | +0.9% | -4.0% |
| 30D | +3.8% | -14.5% | +18.3% | +4.6% |
| 3M | +22.3% | -22.9% | +45.2% | +23.9% |
| 6M | +39.0% | -27.8% | +66.8% | +40.8% |
| YTD | +11.9% | -30.7% | +42.6% | +14.1% |
| 1Y | +4.5% | -15.8% | +20.3% | +6.7% |
| All | +4.5% | -18.3% | +22.8% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling