+65.9%
LIN vs BIDU
-53.5%
+119.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.5% |
| 7D | +0.2% | -2.3% | +2.6% | +0.4% |
| 30D | +6.2% | -7.3% | +13.5% | +6.8% |
| 3M | +9.3% | -26.0% | +35.3% | +11.9% |
| 6M | +4.4% | -44.5% | +48.9% | +9.4% |
| YTD | +23.7% | -40.6% | +64.3% | +28.2% |
| 1Y | +23.5% | -39.8% | +63.2% | +27.5% |
| 3Y | +35.8% | -26.7% | +62.5% | +34.2% |
| 5Y | +65.9% | -54.5% | +120.4% | +69.4% |
| All | +65.9% | -53.5% | +119.4% | +69.4% |
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