+52.2%
TEM vs BIDU
-1.6%
+53.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.5% |
| 7D | -1.1% | -2.4% | +1.4% | -0.2% |
| 30D | +11.3% | -16.0% | +27.3% | +19.0% |
| 3M | +25.5% | -24.0% | +49.5% | +39.2% |
| 6M | +17.1% | -24.9% | +42.0% | +29.5% |
| YTD | +3.8% | -29.6% | +33.3% | +16.9% |
| 1Y | -24.4% | -15.2% | -9.2% | -22.8% |
| All | +52.2% | -1.6% | +53.9% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling