+503.6%
IBKR vs BIDU
-44.1%
+547.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +2.0% |
| 7D | -1.3% | -8.1% | +6.8% | +0.2% |
| 30D | -0.2% | -12.8% | +12.6% | +2.2% |
| 3M | +3.0% | -21.3% | +24.2% | +7.2% |
| 6M | +33.9% | -27.0% | +60.8% | +40.7% |
| YTD | +42.5% | -30.0% | +72.6% | +50.8% |
| 1Y | +44.9% | -18.3% | +63.1% | +48.5% |
| 3Y | +293.0% | -33.8% | +326.8% | +307.9% |
| All | +503.6% | -44.1% | +547.7% | +536.1% |
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 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