+6,169.9%
MU vs BIDU
-50.6%
+6,220.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +3.0% |
| 7D | +7.5% | -2.4% | +9.9% | +8.5% |
| 30D | +19.4% | -16.0% | +35.3% | +27.3% |
| 3M | +9.8% | -24.0% | +33.8% | +21.1% |
| 6M | +164.1% | -24.9% | +189.0% | +192.0% |
| YTD | +260.3% | -29.6% | +289.9% | +308.1% |
| 1Y | +661.2% | -15.2% | +676.3% | +696.0% |
| 3Y | +1,380.8% | -32.2% | +1,413.0% | +1,515.0% |
| 5Y | +1,346.4% | -43.8% | +1,390.1% | +1,444.2% |
| 10Y | +6,169.9% | -49.5% | +6,219.4% | +5,934.2% |
| All | +6,169.9% | -50.6% | +6,220.6% | +5,934.2% |
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