-70.8%
OPEN vs BIDU
-18.5%
-52.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.1% | -3.4% | -1.5% |
| 7D | -4.3% | +2.4% | -6.7% | -5.5% |
| 30D | -16.2% | -10.5% | -5.7% | -11.5% |
| 3M | -36.4% | -26.2% | -10.2% | -25.7% |
| 6M | -35.5% | -16.4% | -19.1% | -30.3% |
| YTD | -46.0% | -23.9% | -22.1% | -39.6% |
| 1Y | -47.1% | +1.3% | -48.4% | -49.1% |
| 3Y | -19.0% | -32.1% | +13.1% | -9.0% |
| 5Y | -83.6% | -39.0% | -44.6% | -81.1% |
| All | -70.8% | -18.5% | -52.4% | -67.6% |
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