+1,397.3%
NEE vs BIDU
+1,302.3%
+95.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.0% | +7.4% | +1.1% |
| 7D | +1.1% | -2.4% | +3.5% | +1.3% |
| 30D | -0.2% | -15.6% | +15.4% | +1.2% |
| 3M | +0.5% | -22.3% | +22.8% | +2.6% |
| 6M | -6.5% | -22.3% | +15.7% | -4.9% |
| YTD | +6.7% | -29.2% | +35.9% | +9.3% |
| 1Y | +23.6% | -14.8% | +38.4% | +23.8% |
| 3Y | +37.1% | -31.8% | +68.9% | +38.3% |
| 5Y | +10.9% | -43.1% | +54.0% | +10.2% |
| 10Y | +245.4% | -50.6% | +296.0% | +232.8% |
| All | +1,397.3% | +1,302.3% | +95.1% | +897.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling