+5.3%
MDLZ vs BIDU
-23.6%
+28.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.1% |
| 7D | +2.2% | +3.6% | -1.4% | +2.2% |
| 30D | +10.1% | -6.6% | +16.7% | +10.1% |
| 3M | +9.1% | -27.2% | +36.3% | +8.8% |
| 6M | +10.0% | -43.5% | +53.5% | +9.7% |
| YTD | +26.8% | -39.0% | +65.8% | +26.3% |
| 1Y | +22.5% | -39.8% | +62.3% | +22.0% |
| 3Y | +5.3% | -24.8% | +30.0% | +2.4% |
| All | +5.3% | -23.6% | +28.9% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling