+435.3%
GNRC vs BIDU
-48.7%
+484.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.7% |
| 7D | -0.2% | -8.1% | +7.9% | +2.3% |
| 30D | -15.7% | -12.8% | -2.9% | -12.5% |
| 3M | -27.3% | -21.3% | -6.1% | -22.4% |
| 6M | -12.1% | -27.0% | +14.9% | -4.9% |
| YTD | +37.1% | -30.0% | +67.2% | +49.2% |
| 1Y | -0.5% | -18.3% | +17.8% | +1.6% |
| 3Y | +61.5% | -33.8% | +95.4% | +69.7% |
| 5Y | -58.6% | -44.3% | -14.3% | -56.5% |
| All | +435.3% | -48.7% | +484.0% | +402.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling