+78.1%
IVV vs BIDU
-27.4%
+105.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | +2.6% | -4.6% | +7.1% | +3.1% |
| 30D | -2.0% | -4.5% | +2.5% | -1.5% |
| 3M | -2.8% | -25.4% | +22.6% | +0.4% |
| 6M | +2.2% | -48.1% | +50.2% | +9.8% |
| YTD | +11.5% | -40.2% | +51.7% | +17.2% |
| 1Y | +13.5% | -35.2% | +48.7% | +18.0% |
| 3Y | +78.1% | -27.1% | +105.2% | +76.1% |
| All | +78.1% | -27.4% | +105.5% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling