-18.7%
OPEN vs BIDU
-33.9%
+15.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.0% |
| 7D | -2.9% | -2.4% | -0.5% | -1.9% |
| 30D | -13.8% | -16.0% | +2.2% | -6.9% |
| 3M | -30.9% | -24.0% | -6.9% | -21.9% |
| 6M | -40.9% | -24.9% | -16.1% | -33.5% |
| YTD | -48.5% | -29.6% | -19.0% | -41.1% |
| 1Y | -50.9% | -15.2% | -35.7% | -47.9% |
| All | -18.7% | -33.9% | +15.2% | +4.3% |
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