+384.8%
V vs BIDU
-50.6%
+435.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.3% |
| 7D | -2.9% | -2.4% | -0.5% | -2.6% |
| 30D | +1.9% | -16.0% | +17.8% | +4.3% |
| 3M | +13.2% | -24.0% | +37.2% | +17.6% |
| 6M | +16.7% | -24.9% | +41.6% | +20.5% |
| YTD | +5.4% | -29.6% | +35.0% | +9.3% |
| 1Y | +7.7% | -15.2% | +22.8% | +7.3% |
| 3Y | +52.0% | -32.2% | +84.2% | +53.6% |
| 5Y | +67.7% | -43.8% | +111.5% | +66.1% |
| 10Y | +384.8% | -49.5% | +434.2% | +312.9% |
| All | +384.8% | -50.6% | +435.4% | +312.9% |
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 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