+35.2%
PFE vs BIDU
-50.6%
+85.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | -4.3% | -2.4% | -1.8% | -4.1% |
| 30D | +2.7% | -16.0% | +18.7% | +3.7% |
| 3M | +10.0% | -24.0% | +34.0% | +11.6% |
| 6M | +7.2% | -24.9% | +32.0% | +8.7% |
| YTD | +17.3% | -29.6% | +46.9% | +19.2% |
| 1Y | +20.3% | -15.2% | +35.5% | +20.5% |
| 3Y | -1.6% | -32.2% | +30.5% | -1.2% |
| 5Y | -21.4% | -43.8% | +22.4% | -21.5% |
| 10Y | +35.2% | -49.5% | +84.7% | +28.5% |
| All | +35.2% | -50.6% | +85.9% | +28.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling