+417.5%
LIN vs BIDU
-52.2%
+469.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.2% | -1.5% |
| 7D | +0.2% | +7.2% | -7.0% | -0.7% |
| 30D | +6.5% | -4.0% | +10.5% | +6.9% |
| 3M | +5.5% | -25.1% | +30.6% | +9.0% |
| 6M | +3.3% | -41.8% | +45.1% | +9.8% |
| YTD | +22.0% | -37.3% | +59.4% | +27.5% |
| 1Y | +25.7% | -35.6% | +61.3% | +30.6% |
| 3Y | +36.2% | -24.5% | +60.7% | +34.5% |
| 5Y | +66.1% | -48.3% | +114.3% | +66.1% |
| All | +417.5% | -52.2% | +469.7% | +379.8% |
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