+579.5%
SIMO vs BIDU
-50.6%
+630.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.6% | +2.2% |
| 7D | +14.5% | -2.4% | +17.0% | +15.0% |
| 30D | +20.4% | -16.0% | +36.4% | +25.2% |
| 3M | +7.1% | -24.0% | +31.1% | +13.9% |
| 6M | +129.2% | -24.9% | +154.1% | +143.1% |
| YTD | +201.9% | -29.6% | +231.5% | +223.5% |
| 1Y | +235.5% | -15.2% | +250.7% | +242.5% |
| 3Y | +463.8% | -32.2% | +496.0% | +487.5% |
| 5Y | +306.7% | -43.8% | +350.5% | +312.6% |
| 10Y | +579.5% | -49.5% | +628.9% | +504.1% |
| All | +579.5% | -50.6% | +630.1% | +504.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling