+715.0%
P vs BIDU
-51.1%
+766.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.0% | +8.6% | +3.7% |
| 7D | +7.8% | -2.4% | +10.3% | +8.5% |
| 30D | +12.3% | -15.6% | +28.0% | +17.3% |
| 3M | +37.1% | -22.3% | +59.4% | +46.6% |
| 6M | +66.1% | -22.3% | +88.3% | +76.3% |
| YTD | +50.9% | -29.2% | +80.1% | +64.7% |
| 1Y | +27.2% | -14.8% | +42.0% | +29.9% |
| 3Y | +158.7% | -31.8% | +190.5% | +171.5% |
| 5Y | +291.1% | -43.1% | +334.2% | +295.5% |
| 10Y | +715.0% | -50.6% | +765.6% | +633.0% |
| All | +715.0% | -51.1% | +766.0% | +633.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling