+176.6%
P vs BIDU
-25.8%
+202.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.0% | +0.5% | +2.8% |
| 7D | -23.8% | +7.2% | -31.0% | -25.1% |
| 30D | -36.6% | -4.0% | -32.6% | -35.9% |
| 3M | +10.9% | -25.1% | +36.0% | +18.3% |
| 6M | +30.0% | -41.8% | +71.8% | +47.6% |
| YTD | +44.4% | -37.3% | +81.7% | +60.4% |
| 1Y | +3.9% | -35.6% | +39.5% | +14.6% |
| 3Y | +176.6% | -24.5% | +201.1% | +182.9% |
| All | +176.6% | -25.8% | +202.4% | +182.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling