+26.4%
P vs BIDU
+1.5%
+24.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.1% | -2.7% | +0.2% |
| 7D | +6.5% | +2.4% | +4.1% | +5.8% |
| 30D | +18.8% | -10.5% | +29.3% | +22.4% |
| 3M | +26.7% | -26.2% | +53.0% | +39.1% |
| 6M | +62.2% | -16.4% | +78.6% | +68.6% |
| YTD | +48.5% | -23.9% | +72.4% | +60.2% |
| 1Y | +26.4% | +1.3% | +25.1% | +40.2% |
| All | +26.4% | +1.5% | +24.9% | +40.2% |
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