+75.4%
IVV vs BIDU
-25.8%
+101.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.0% | -2.7% | 0.0% |
| 7D | -2.7% | +7.2% | -9.9% | -3.5% |
| 30D | -5.4% | -4.0% | -1.3% | -4.9% |
| 3M | -4.1% | -25.1% | +21.1% | -0.9% |
| 6M | +0.7% | -41.8% | +42.5% | +6.8% |
| YTD | +8.7% | -37.3% | +46.1% | +13.7% |
| 1Y | +11.0% | -35.6% | +46.5% | +15.4% |
| 3Y | +75.4% | -24.5% | +99.9% | +72.5% |
| All | +75.4% | -25.8% | +101.2% | +72.5% |
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