+277.2%
TER vs BIDU
-32.1%
+309.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -7.0% | +11.2% | +6.8% |
| 7D | +11.0% | -2.4% | +13.4% | +11.7% |
| 30D | -1.9% | -15.6% | +13.8% | +4.2% |
| 3M | -0.7% | -22.3% | +21.6% | +8.7% |
| 6M | +36.4% | -22.3% | +58.6% | +49.6% |
| YTD | +92.4% | -29.2% | +121.6% | +116.7% |
| 1Y | +213.5% | -14.8% | +228.3% | +230.7% |
| 3Y | +277.2% | -31.8% | +309.0% | +290.9% |
| All | +277.2% | -32.1% | +309.3% | +290.9% |
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