+1,381.0%
NET vs BIDU
-28.2%
+1,409.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.5% | -7.1% | -4.2% |
| 7D | -16.4% | +1.2% | -17.5% | -16.7% |
| 30D | -25.8% | -7.5% | -18.3% | -23.6% |
| 3M | -11.5% | -28.6% | +17.0% | -0.3% |
| 6M | +18.9% | -36.9% | +55.8% | +38.4% |
| YTD | +35.2% | -38.4% | +73.7% | +56.5% |
| 1Y | +14.5% | -35.7% | +50.1% | +29.7% |
| 3Y | +313.8% | -26.7% | +340.5% | +312.4% |
| 5Y | +32.6% | -50.5% | +83.1% | +48.0% |
| All | +1,381.0% | -28.2% | +1,409.2% | +1,366.2% |
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