+417.3%
LIN vs BIDU
-51.3%
+468.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.1% |
| 7D | +0.1% | +5.4% | -5.3% | -0.5% |
| 30D | +7.6% | -5.0% | +12.6% | +8.2% |
| 3M | +6.5% | -26.1% | +32.7% | +10.3% |
| 6M | +6.2% | -42.6% | +48.7% | +13.0% |
| YTD | +23.2% | -38.0% | +61.2% | +28.9% |
| 1Y | +25.4% | -35.7% | +61.1% | +30.2% |
| 3Y | +38.3% | -22.9% | +61.2% | +36.1% |
| 5Y | +64.4% | -49.9% | +114.3% | +65.3% |
| 10Y | +417.3% | -52.0% | +469.3% | +379.1% |
| All | +417.3% | -51.3% | +468.6% | +379.1% |
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 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