+265.2%
SU vs BIDU
-48.7%
+313.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | +2.2% | -8.1% | +10.3% | +3.6% |
| 30D | +8.4% | -12.8% | +21.3% | +10.6% |
| 3M | +12.1% | -21.3% | +33.4% | +16.0% |
| 6M | +19.7% | -27.0% | +46.6% | +24.2% |
| YTD | +58.4% | -30.0% | +88.5% | +65.0% |
| 1Y | +67.2% | -18.3% | +85.5% | +67.7% |
| 3Y | +125.0% | -33.8% | +158.9% | +128.8% |
| 5Y | +355.1% | -44.3% | +399.4% | +351.8% |
| All | +265.2% | -48.7% | +313.8% | +204.2% |
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