+11.7%
IVV vs BIDU
-37.7%
+49.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.5% |
| 7D | +0.1% | +5.4% | -5.3% | -0.6% |
| 30D | -3.3% | -5.0% | +1.7% | -2.7% |
| 3M | -2.4% | -26.1% | +23.8% | +1.0% |
| 6M | +2.6% | -42.6% | +45.2% | +9.1% |
| YTD | +11.3% | -38.0% | +49.3% | +16.2% |
| All | +11.7% | -37.7% | +49.4% | +16.7% |
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