+197.3%
JBL vs BIDU
-34.3%
+231.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.2% | +4.8% |
| 7D | +2.4% | -8.1% | +10.5% | +4.5% |
| 30D | -13.1% | -12.8% | -0.3% | -10.2% |
| 3M | -15.6% | -21.3% | +5.7% | -10.7% |
| 6M | +24.6% | -27.0% | +51.5% | +33.6% |
| YTD | +39.6% | -30.0% | +69.6% | +50.9% |
| 1Y | +48.6% | -18.3% | +66.9% | +54.5% |
| 3Y | +197.3% | -33.8% | +231.1% | +231.7% |
| All | +197.3% | -34.3% | +231.6% | +231.7% |
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 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