+872.1%
MSFT vs BIDU
-49.1%
+921.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.5% |
| 7D | -3.5% | -5.2% | +1.8% | -2.6% |
| 30D | -2.1% | -14.5% | +12.4% | +0.6% |
| 3M | +24.2% | -22.9% | +47.1% | +29.9% |
| 6M | +21.9% | -27.8% | +49.7% | +28.2% |
| YTD | +2.5% | -30.7% | +33.1% | +7.9% |
| 1Y | -0.8% | -15.8% | +15.0% | -0.5% |
| 3Y | +50.8% | -33.2% | +84.0% | +53.9% |
| 5Y | +73.5% | -44.8% | +118.3% | +74.2% |
| All | +872.1% | -49.1% | +921.2% | +744.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling