+142.4%
GILD vs BIDU
-44.1%
+186.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.6% | -0.8% |
| 7D | -4.8% | -8.1% | +3.3% | -4.5% |
| 30D | +5.8% | -12.8% | +18.6% | +6.2% |
| 3M | +14.9% | -21.3% | +36.2% | +15.8% |
| 6M | -0.4% | -27.0% | +26.6% | +0.5% |
| YTD | +18.5% | -30.0% | +48.6% | +19.7% |
| 1Y | +25.1% | -18.3% | +43.4% | +25.4% |
| 3Y | +105.9% | -33.8% | +139.7% | +105.8% |
| All | +142.4% | -44.1% | +186.5% | +144.9% |
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