-9.4%
LEN vs BIDU
-44.7%
+35.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.6% |
| 7D | -3.4% | -2.4% | -0.9% | -3.0% |
| 30D | -5.7% | -16.0% | +10.3% | -3.0% |
| 3M | -12.2% | -24.0% | +11.8% | -8.4% |
| 6M | -18.3% | -24.9% | +6.6% | -15.0% |
| YTD | -20.2% | -29.6% | +9.4% | -16.5% |
| 1Y | -40.1% | -15.2% | -24.9% | -40.1% |
| 3Y | -26.2% | -32.2% | +6.0% | -25.0% |
| All | -9.4% | -44.7% | +35.3% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling