-10.9%
GTLB vs BIDU
-34.3%
+23.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -0.8% |
| 7D | -5.7% | -8.1% | +2.4% | -4.4% |
| 30D | +15.1% | -12.8% | +28.0% | +17.5% |
| 3M | +65.5% | -21.3% | +86.7% | +71.3% |
| 6M | +102.9% | -27.0% | +129.9% | +110.7% |
| YTD | +25.2% | -30.0% | +55.3% | +30.2% |
| 1Y | -5.5% | -18.3% | +12.7% | -5.8% |
| 3Y | -10.9% | -33.8% | +22.9% | -1.1% |
| All | -10.9% | -34.3% | +23.5% | -1.1% |
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