+212.3%
MAS vs BIDU
-51.3%
+263.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | +0.1% |
| 7D | +3.0% | -4.6% | +7.5% | +3.7% |
| 30D | +22.4% | -4.5% | +27.0% | +23.2% |
| 3M | +14.5% | -25.4% | +39.8% | +19.2% |
| 6M | +27.1% | -48.1% | +75.2% | +39.2% |
| YTD | +35.8% | -40.2% | +76.0% | +44.4% |
| 1Y | +39.4% | -35.2% | +74.6% | +46.1% |
| 3Y | +60.3% | -27.1% | +87.4% | +59.9% |
| 5Y | +39.4% | -54.2% | +93.6% | +44.0% |
| All | +212.3% | -51.3% | +263.7% | +157.4% |
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 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