+27.7%
P vs BIDU
-15.1%
+42.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.0% | +8.6% | +3.6% |
| 7D | +7.8% | -2.4% | +10.3% | +8.4% |
| 30D | +12.3% | -15.6% | +28.0% | +17.5% |
| 3M | +37.1% | -22.3% | +59.4% | +47.2% |
| 6M | +66.1% | -22.3% | +88.3% | +76.2% |
| YTD | +50.9% | -29.2% | +80.1% | +66.3% |
| All | +27.7% | -15.1% | +42.8% | +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