+3,877.5%
STRL vs BIDU
-52.8%
+3,930.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | 0.0% |
| 7D | -19.8% | +3.6% | -23.4% | -20.6% |
| 30D | -43.6% | -6.6% | -37.0% | -42.8% |
| 3M | -45.2% | -27.2% | -18.0% | -41.5% |
| 6M | -65.7% | -43.5% | -22.2% | -61.4% |
| YTD | -5.4% | -39.0% | +33.6% | +4.5% |
| 1Y | -24.7% | -39.8% | +15.1% | -16.6% |
| 3Y | +335.0% | -24.8% | +359.8% | +344.6% |
| 5Y | +915.3% | -50.7% | +965.9% | +965.6% |
| 10Y | +3,877.5% | -51.2% | +3,928.7% | +3,383.1% |
| All | +3,877.5% | -52.8% | +3,930.3% | +3,383.1% |
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