+29.3%
V vs BIDU
-34.6%
+63.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.5% | -0.7% | +3.9% |
| 7D | +9.0% | +1.2% | +7.8% | +9.0% |
| 30D | +18.1% | -7.5% | +25.6% | +17.9% |
| 3M | +18.3% | -28.6% | +46.9% | +17.4% |
| 6M | +34.1% | -36.9% | +71.0% | +32.3% |
| YTD | +25.2% | -38.4% | +63.7% | +23.4% |
| 1Y | +29.3% | -35.7% | +65.0% | +26.9% |
| All | +29.3% | -34.6% | +63.9% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling