-16.5%
SOUN vs BIDU
-23.8%
+7.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -7.1% | -8.1% | +1.0% | -4.5% |
| 30D | -15.4% | -12.8% | -2.6% | -11.9% |
| 3M | -10.6% | -21.3% | +10.7% | -3.8% |
| 6M | -19.6% | -27.0% | +7.3% | -11.6% |
| YTD | -37.2% | -30.0% | -7.2% | -30.1% |
| 1Y | -57.1% | -18.3% | -38.8% | -54.9% |
| 3Y | +178.2% | -33.8% | +212.1% | +187.5% |
| All | -16.5% | -23.8% | +7.3% | -24.6% |
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