+494.4%
TEAM vs BIDU
-48.7%
+543.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | -5.2% | -8.1% | +2.9% | -2.9% |
| 30D | +15.8% | -12.8% | +28.6% | +19.8% |
| 3M | +101.5% | -21.3% | +122.7% | +113.9% |
| 6M | +138.2% | -27.0% | +165.1% | +155.2% |
| YTD | +10.8% | -30.0% | +40.9% | +18.9% |
| 1Y | +1.7% | -18.3% | +20.0% | +2.2% |
| 3Y | -16.0% | -33.8% | +17.8% | -13.5% |
| 5Y | -52.7% | -44.3% | -8.4% | -51.7% |
| All | +494.4% | -48.7% | +543.1% | +489.5% |
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