-0.6%
TECH vs BIDU
-27.7%
+27.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.6% |
| 7D | +0.1% | +2.4% | -2.3% | -0.2% |
| 30D | +0.7% | -10.5% | +11.2% | +2.1% |
| 3M | +36.3% | -26.2% | +62.6% | +42.0% |
| 6M | +25.6% | -16.4% | +42.0% | +26.7% |
| YTD | +23.7% | -23.9% | +47.6% | +26.5% |
| 1Y | +37.6% | +1.3% | +36.4% | +30.0% |
| All | -0.6% | -27.7% | +27.1% | -2.5% |
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 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