+87.9%
MDLZ vs BIDU
-50.6%
+138.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.3% |
| 7D | 0.0% | -2.4% | +2.4% | +0.1% |
| 30D | +1.4% | -16.0% | +17.4% | +2.4% |
| 3M | 0.0% | -24.0% | +24.0% | +1.5% |
| 6M | +9.1% | -24.9% | +34.0% | +10.5% |
| YTD | +17.9% | -29.6% | +47.5% | +19.7% |
| 1Y | +3.2% | -15.2% | +18.4% | +2.9% |
| 3Y | -2.5% | -32.2% | +29.7% | -2.2% |
| 5Y | +17.6% | -43.8% | +61.3% | +16.8% |
| 10Y | +87.9% | -49.5% | +137.4% | +66.8% |
| All | +87.9% | -50.6% | +138.6% | +66.8% |
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