+339.6%
PODD vs BIDU
-51.3%
+390.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.5% | +2.0% |
| 7D | +4.1% | -4.6% | +8.6% | +5.1% |
| 30D | +13.9% | -4.5% | +18.4% | +14.9% |
| 3M | +4.1% | -25.4% | +29.5% | +10.2% |
| 6M | +2.4% | -48.1% | +50.5% | +16.6% |
| YTD | -46.4% | -40.2% | -6.2% | -41.8% |
| 1Y | -54.2% | -35.2% | -18.9% | -51.4% |
| 3Y | -6.9% | -27.1% | +20.3% | -8.7% |
| 5Y | -51.6% | -54.2% | +2.6% | -50.0% |
| All | +339.6% | -51.3% | +390.9% | +324.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling