+352.1%
IDXX vs BIDU
-48.7%
+400.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | -5.7% | -8.1% | +2.4% | -4.1% |
| 30D | -11.5% | -12.8% | +1.3% | -9.3% |
| 3M | -9.5% | -21.3% | +11.7% | -5.6% |
| 6M | -16.0% | -27.0% | +11.0% | -11.6% |
| YTD | -25.4% | -30.0% | +4.6% | -21.3% |
| 1Y | -21.8% | -18.3% | -3.5% | -21.2% |
| 3Y | +7.0% | -33.8% | +40.9% | +9.7% |
| 5Y | -26.0% | -44.3% | +18.3% | -25.5% |
| All | +352.1% | -48.7% | +400.8% | +317.0% |
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