+244.8%
NEE vs BIDU
-48.7%
+293.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -1.3% | -8.1% | +6.8% | -0.7% |
| 30D | -3.3% | -12.8% | +9.5% | -2.4% |
| 3M | -2.3% | -21.3% | +19.0% | -0.7% |
| 6M | -8.9% | -27.0% | +18.1% | -7.1% |
| YTD | +4.8% | -30.0% | +34.8% | +6.9% |
| 1Y | +18.7% | -18.3% | +37.0% | +19.2% |
| 3Y | +33.2% | -33.8% | +67.1% | +34.2% |
| 5Y | +10.9% | -44.3% | +55.2% | +10.6% |
| All | +244.8% | -48.7% | +293.5% | +211.8% |
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