+361.0%
LIN vs BIDU
-47.5%
+408.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.1% | -5.0% | -1.5% |
| 7D | -2.1% | +2.4% | -4.5% | -2.4% |
| 30D | -2.4% | -10.5% | +8.1% | -1.3% |
| 3M | -5.6% | -26.2% | +20.6% | -2.3% |
| 6M | -3.4% | -16.4% | +13.0% | -2.1% |
| YTD | +13.1% | -23.9% | +37.0% | +15.5% |
| 1Y | +2.5% | +1.3% | +1.2% | -0.3% |
| 3Y | +27.6% | -32.1% | +59.7% | +29.0% |
| 5Y | +63.0% | -39.0% | +102.0% | +59.8% |
| All | +361.0% | -47.5% | +408.4% | +317.9% |
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