+17.5%
P vs BIDU
-34.6%
+52.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +4.5% | -9.5% | -6.6% |
| 7D | -19.4% | +1.2% | -20.5% | -19.7% |
| 30D | -22.3% | -7.5% | -14.8% | -20.2% |
| 3M | +33.2% | -28.6% | +61.7% | +49.2% |
| 6M | +53.6% | -36.9% | +90.5% | +79.4% |
| YTD | +66.8% | -38.4% | +105.2% | +95.3% |
| 1Y | +17.5% | -35.7% | +53.2% | +34.3% |
| All | +17.5% | -34.6% | +52.1% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling