+125.0%
SU vs BIDU
-34.3%
+159.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +2.2% | -8.1% | +10.3% | +2.8% |
| 30D | +8.4% | -12.8% | +21.3% | +9.3% |
| 3M | +12.1% | -21.3% | +33.4% | +13.7% |
| 6M | +19.7% | -27.0% | +46.6% | +21.6% |
| YTD | +58.4% | -30.0% | +88.5% | +61.3% |
| 1Y | +67.2% | -18.3% | +85.5% | +66.4% |
| 3Y | +125.0% | -33.8% | +158.9% | +118.6% |
| All | +125.0% | -34.3% | +159.4% | +118.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling