+188.9%
TECH vs BIDU
-50.6%
+239.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -0.1% | -2.4% | +2.4% | +0.3% |
| 30D | +0.3% | -16.0% | +16.2% | +3.3% |
| 3M | +32.9% | -24.0% | +56.9% | +39.1% |
| 6M | +32.1% | -24.9% | +56.9% | +36.9% |
| YTD | +23.4% | -29.6% | +52.9% | +29.0% |
| 1Y | +34.1% | -15.2% | +49.2% | +33.3% |
| 3Y | +2.2% | -32.2% | +34.4% | +3.6% |
| 5Y | -41.8% | -43.8% | +1.9% | -42.2% |
| 10Y | +188.9% | -49.5% | +238.4% | +179.4% |
| All | +188.9% | -50.6% | +239.6% | +179.4% |
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