+26.7%
Q vs BIDU
-23.0%
+49.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +0.5% |
| 7D | +0.2% | +2.4% | -2.2% | -0.5% |
| 30D | -11.1% | -10.5% | -0.6% | -8.3% |
| 3M | -22.1% | -26.2% | +4.1% | -14.7% |
| 6M | +0.5% | -16.4% | +16.9% | +3.3% |
| YTD | +47.8% | -23.9% | +71.7% | +56.8% |
| All | +26.7% | -23.0% | +49.7% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling