+98.7%
LEN vs BIDU
-49.1%
+147.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -2.0% | -3.2% |
| 7D | -7.8% | -5.2% | -2.5% | -6.8% |
| 30D | -11.0% | -14.5% | +3.5% | -8.5% |
| 3M | -12.8% | -22.9% | +10.1% | -8.8% |
| 6M | -20.2% | -27.8% | +7.6% | -15.9% |
| YTD | -23.0% | -30.7% | +7.6% | -18.7% |
| 1Y | -41.8% | -15.8% | -26.0% | -41.7% |
| 3Y | -28.8% | -33.2% | +4.4% | -27.1% |
| 5Y | -12.6% | -44.8% | +32.2% | -12.0% |
| All | +98.7% | -49.1% | +147.8% | +70.2% |
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