+506.3%
NOW vs BIDU
-52.8%
+559.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.4% | -2.6% |
| 7D | -8.7% | +3.6% | -12.3% | -9.6% |
| 30D | -29.3% | -6.6% | -22.7% | -28.0% |
| 3M | -21.8% | -27.2% | +5.4% | -15.5% |
| 6M | +9.2% | -43.5% | +52.7% | +25.1% |
| YTD | -35.0% | -39.0% | +4.0% | -28.1% |
| 1Y | -42.5% | -39.8% | -2.7% | -36.4% |
| 3Y | -21.5% | -24.8% | +3.2% | -22.7% |
| 5Y | -25.8% | -50.7% | +24.9% | -22.1% |
| 10Y | +506.3% | -51.2% | +557.6% | +420.5% |
| All | +506.3% | -52.8% | +559.2% | +420.5% |
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