+1.5%
PPL vs BIDU
-15.6%
+17.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.0% | +6.9% | -0.4% |
| 7D | +1.8% | -2.4% | +4.2% | +1.7% |
| 30D | -1.1% | -15.6% | +14.6% | -1.7% |
| 3M | 0.0% | -22.3% | +22.3% | -0.8% |
| 6M | -7.6% | -22.3% | +14.7% | -8.3% |
| YTD | +1.7% | -29.2% | +30.9% | +1.0% |
| 1Y | +1.5% | -14.8% | +16.3% | +2.9% |
| All | +1.5% | -15.6% | +17.1% | +2.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling