-9.7%
IGV vs BIDU
-16.8%
+7.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.2% |
| 7D | -2.9% | -8.1% | +5.2% | -1.9% |
| 30D | -1.5% | -12.8% | +11.3% | 0.0% |
| 3M | +11.7% | -21.3% | +33.0% | +14.6% |
| 6M | +18.4% | -27.0% | +45.4% | +21.4% |
| YTD | -3.9% | -30.0% | +26.1% | -1.0% |
| 1Y | -9.7% | -18.3% | +8.6% | -7.6% |
| All | -9.7% | -16.8% | +7.2% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling