+151.7%
RTX vs BIDU
-51.6%
+203.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +1.4% | -0.8% | +2.3% | +1.5% |
| 30D | +7.8% | -5.4% | +13.2% | +8.1% |
| 3M | -9.8% | -24.7% | +14.9% | -8.5% |
| 6M | +13.5% | -45.3% | +58.8% | +17.2% |
| YTD | +10.9% | -39.0% | +49.9% | +13.5% |
| 1Y | +14.0% | -39.6% | +53.5% | +16.6% |
| 3Y | +159.9% | -24.7% | +184.6% | +160.0% |
| 5Y | +151.7% | -52.3% | +204.0% | +165.0% |
| All | +151.7% | -51.6% | +203.3% | +165.0% |
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