+200.5%
P vs BIDU
-27.4%
+227.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | +11.6% | -4.6% | +16.2% | +12.8% |
| 30D | -23.7% | -4.5% | -19.1% | -22.8% |
| 3M | -8.0% | -25.4% | +17.4% | -1.7% |
| 6M | +27.9% | -48.1% | +76.0% | +49.4% |
| YTD | +61.2% | -40.2% | +101.4% | +81.0% |
| 1Y | +28.6% | -35.2% | +63.9% | +42.0% |
| 3Y | +200.5% | -27.1% | +227.6% | +210.3% |
| All | +200.5% | -27.4% | +227.9% | +210.3% |
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 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