+167.1%
RTX vs BIDU
-44.5%
+211.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.0% | +6.0% | -0.6% |
| 7D | -3.1% | -2.4% | -0.7% | -3.0% |
| 30D | -10.6% | -15.6% | +5.1% | -9.8% |
| 3M | +11.6% | -22.3% | +33.9% | +13.1% |
| 6M | -4.5% | -22.3% | +17.8% | -3.4% |
| YTD | +9.6% | -29.2% | +38.7% | +11.3% |
| 1Y | +30.8% | -14.8% | +45.6% | +31.2% |
| 3Y | +152.8% | -31.8% | +184.6% | +154.7% |
| 5Y | +167.1% | -43.1% | +210.2% | +174.3% |
| All | +167.1% | -44.5% | +211.6% | +174.3% |
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