+309.6%
IVV vs BIDU
-51.3%
+361.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.5% |
| 7D | +0.1% | +5.4% | -5.3% | -0.8% |
| 30D | -3.3% | -5.0% | +1.7% | -2.5% |
| 3M | -2.4% | -26.1% | +23.8% | +2.2% |
| 6M | +2.6% | -42.6% | +45.2% | +11.4% |
| YTD | +11.3% | -38.0% | +49.3% | +18.6% |
| 1Y | +13.4% | -35.7% | +49.1% | +19.8% |
| 3Y | +80.3% | -22.9% | +103.2% | +79.2% |
| 5Y | +72.7% | -49.9% | +122.6% | +76.6% |
| 10Y | +309.6% | -52.0% | +361.6% | +272.4% |
| All | +309.6% | -51.3% | +361.0% | +272.4% |
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