-8.1%
PATH vs BIDU
-35.7%
+27.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.6% |
| 7D | -5.3% | +7.2% | -12.5% | -6.4% |
| 30D | -0.5% | -4.0% | +3.5% | +0.1% |
| 3M | -7.1% | -25.1% | +18.0% | -3.4% |
| 6M | +23.8% | -41.8% | +65.6% | +32.2% |
| YTD | -20.7% | -37.3% | +16.7% | -16.6% |
| 1Y | -8.1% | -35.6% | +27.5% | -4.7% |
| All | -8.1% | -35.7% | +27.6% | -4.7% |
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