+189.2%
TECH vs BIDU
-50.9%
+240.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +0.1% | -0.8% | +0.9% | +0.2% |
| 30D | +0.3% | -5.4% | +5.7% | +1.3% |
| 3M | +1.0% | -24.7% | +25.7% | +6.1% |
| 6M | +54.0% | -45.3% | +99.3% | +70.8% |
| YTD | +24.3% | -39.0% | +63.3% | +33.3% |
| 1Y | +23.7% | -39.6% | +63.3% | +32.5% |
| 3Y | +28.5% | -24.7% | +53.2% | +26.8% |
| 5Y | -41.2% | -52.3% | +11.1% | -39.7% |
| 10Y | +189.2% | -51.1% | +240.2% | +186.5% |
| All | +189.2% | -50.9% | +240.1% | +186.5% |
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