+561.8%
GWW vs BIDU
-48.7%
+610.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.6% |
| 7D | -3.4% | -8.1% | +4.8% | -2.6% |
| 30D | -1.9% | -12.8% | +10.9% | -0.7% |
| 3M | -2.4% | -21.3% | +18.9% | -0.4% |
| 6M | +15.7% | -27.0% | +42.7% | +18.5% |
| YTD | +27.6% | -30.0% | +57.6% | +30.8% |
| 1Y | +27.2% | -18.3% | +45.5% | +27.6% |
| 3Y | +89.7% | -33.8% | +123.5% | +91.7% |
| 5Y | +223.9% | -44.3% | +268.2% | +223.7% |
| All | +561.8% | -48.7% | +610.4% | +503.0% |
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 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