+37.5%
NVTS vs BIDU
-34.9%
+72.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -3.0% |
| 7D | +0.5% | -5.2% | +5.7% | +3.4% |
| 30D | -18.0% | -14.5% | -3.5% | -10.7% |
| 3M | -45.6% | -22.9% | -22.7% | -37.2% |
| 6M | +28.5% | -27.8% | +56.3% | +52.6% |
| YTD | +56.2% | -30.7% | +86.8% | +91.2% |
| 1Y | +97.7% | -15.8% | +113.5% | +117.2% |
| All | +37.5% | -34.9% | +72.4% | +58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling