+27.5%
SOLS vs BIDU
-24.2%
+51.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -3.5% | -8.1% | +4.7% | -2.2% |
| 30D | -1.0% | -12.8% | +11.9% | +1.1% |
| 3M | -24.1% | -21.3% | -2.8% | -21.4% |
| 6M | -18.0% | -27.0% | +9.0% | -14.5% |
| YTD | +27.1% | -30.0% | +57.1% | +31.6% |
| All | +27.5% | -24.2% | +51.7% | +30.7% |
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