+451.9%
PWR vs BIDU
-42.3%
+494.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | +2.7% | -2.4% | +5.1% | +3.0% |
| 30D | -5.1% | -16.0% | +10.8% | -2.7% |
| 3M | -9.4% | -24.0% | +14.6% | -5.7% |
| 6M | +10.4% | -24.9% | +35.3% | +14.7% |
| YTD | +48.6% | -29.6% | +78.2% | +55.6% |
| 1Y | +68.0% | -15.2% | +83.2% | +70.9% |
| 3Y | +204.7% | -32.2% | +236.9% | +211.8% |
| 5Y | +451.9% | -43.8% | +495.7% | +464.7% |
| All | +451.9% | -42.3% | +494.2% | +464.7% |
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