+313.7%
IVV vs BIDU
-51.1%
+364.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.0% | +6.3% | +0.5% |
| 7D | +0.5% | -2.4% | +2.9% | +0.8% |
| 30D | -1.0% | -15.6% | +14.7% | +1.6% |
| 3M | +3.9% | -22.3% | +26.1% | +7.7% |
| 6M | +14.5% | -22.3% | +36.8% | +18.2% |
| YTD | +12.9% | -29.2% | +42.1% | +17.8% |
| 1Y | +19.4% | -14.8% | +34.2% | +19.8% |
| 3Y | +78.8% | -31.8% | +110.6% | +81.9% |
| 5Y | +82.2% | -43.1% | +125.3% | +82.1% |
| 10Y | +313.7% | -50.6% | +364.3% | +273.3% |
| All | +313.7% | -51.1% | +364.7% | +273.3% |
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