+61.5%
GNRC vs BIDU
-34.3%
+95.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.7% |
| 7D | -0.2% | -8.1% | +7.9% | +1.6% |
| 30D | -15.7% | -12.8% | -2.9% | -13.3% |
| 3M | -27.3% | -21.3% | -6.1% | -23.6% |
| 6M | -12.1% | -27.0% | +14.9% | -6.8% |
| YTD | +37.1% | -30.0% | +67.2% | +46.1% |
| 1Y | -0.5% | -18.3% | +17.8% | +1.1% |
| 3Y | +61.5% | -33.8% | +95.4% | +72.1% |
| All | +61.5% | -34.3% | +95.9% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling