+382.5%
GLW vs BIDU
-44.5%
+427.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -7.0% | +14.5% | +8.9% |
| 7D | +14.0% | -2.4% | +16.5% | +14.4% |
| 30D | +0.4% | -15.6% | +16.0% | +3.5% |
| 3M | -11.3% | -22.3% | +11.0% | -7.3% |
| 6M | +35.1% | -22.3% | +57.3% | +41.9% |
| YTD | +90.5% | -29.2% | +119.7% | +102.6% |
| 1Y | +132.0% | -14.8% | +146.8% | +139.3% |
| 3Y | +463.3% | -31.8% | +495.1% | +487.0% |
| 5Y | +382.5% | -43.1% | +425.6% | +394.0% |
| All | +382.5% | -44.5% | +427.0% | +394.0% |
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