+32.0%
Q vs BIDU
-28.8%
+60.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +1.9% |
| 7D | +6.6% | -2.4% | +9.1% | +7.1% |
| 30D | -6.6% | -16.0% | +9.4% | -2.1% |
| 3M | -13.2% | -24.0% | +10.8% | -6.2% |
| 6M | +9.9% | -24.9% | +34.8% | +16.5% |
| YTD | +53.9% | -29.6% | +83.5% | +66.7% |
| All | +32.0% | -28.8% | +60.7% | +42.9% |
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 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