+427.2%
LIN vs BIDU
-50.9%
+478.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | +0.3% | -0.8% | +1.2% | +0.4% |
| 30D | +8.0% | -5.4% | +13.4% | +8.7% |
| 3M | +7.7% | -24.7% | +32.4% | +11.2% |
| 6M | +5.1% | -45.3% | +50.4% | +12.5% |
| YTD | +24.7% | -39.0% | +63.7% | +30.7% |
| 1Y | +25.1% | -39.6% | +64.6% | +31.0% |
| 3Y | +36.8% | -24.7% | +61.6% | +35.1% |
| 5Y | +67.9% | -52.3% | +120.2% | +70.2% |
| 10Y | +427.2% | -51.1% | +478.2% | +377.8% |
| All | +427.2% | -50.9% | +478.1% | +377.8% |
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