+242.7%
PWR vs BIDU
-27.4%
+270.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.8% |
| 7D | +11.3% | -4.6% | +15.9% | +12.3% |
| 30D | -8.9% | -4.5% | -4.3% | -8.1% |
| 3M | -10.5% | -25.4% | +14.8% | -5.5% |
| 6M | -22.2% | -48.1% | +25.9% | -12.3% |
| YTD | +42.7% | -40.2% | +82.9% | +55.9% |
| 1Y | +41.1% | -35.2% | +76.4% | +52.1% |
| 3Y | +242.7% | -27.1% | +269.9% | +250.1% |
| All | +242.7% | -27.4% | +270.1% | +250.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling