-86.3%
SPXU vs BIDU
-44.1%
-42.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.1% |
| 7D | +2.5% | -8.1% | +10.6% | -0.7% |
| 30D | +4.2% | -12.8% | +17.0% | -0.7% |
| 3M | -9.3% | -21.3% | +12.0% | -16.3% |
| 6M | -30.7% | -27.0% | -3.7% | -36.5% |
| YTD | -28.1% | -30.0% | +1.9% | -34.5% |
| 1Y | -35.2% | -18.3% | -17.0% | -35.9% |
| 3Y | -79.9% | -33.8% | -46.1% | -79.9% |
| All | -86.3% | -44.1% | -42.2% | -84.3% |
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