-16.3%
SOUN vs BIDU
-24.5%
+8.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.6% |
| 7D | -6.8% | -5.2% | -1.6% | -5.2% |
| 30D | -15.2% | -14.5% | -0.8% | -11.1% |
| 3M | -7.0% | -22.9% | +15.9% | +0.7% |
| 6M | -20.5% | -27.8% | +7.3% | -12.2% |
| YTD | -37.0% | -30.7% | -6.3% | -29.7% |
| 1Y | -55.3% | -15.8% | -39.5% | -53.4% |
| 3Y | +173.0% | -33.2% | +206.3% | +182.6% |
| All | -16.3% | -24.5% | +8.2% | -24.1% |
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 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