-54.6%
PODD vs BIDU
-45.6%
-9.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.8% | -2.1% |
| 7D | -10.6% | -5.2% | -5.3% | -9.7% |
| 30D | -6.9% | -14.5% | +7.6% | -4.6% |
| 3M | -10.6% | -22.9% | +12.3% | -6.9% |
| 6M | -43.5% | -27.8% | -15.7% | -41.1% |
| YTD | -52.6% | -30.7% | -22.0% | -50.5% |
| 1Y | -60.1% | -15.8% | -44.3% | -60.7% |
| 3Y | -21.7% | -33.2% | +11.6% | -20.6% |
| 5Y | -54.6% | -44.8% | -9.8% | -55.3% |
| All | -54.6% | -45.6% | -9.0% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling