+455.4%
V vs BIDU
-50.9%
+506.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.6% |
| 7D | +0.8% | +3.6% | -2.8% | +0.3% |
| 30D | +9.9% | -6.6% | +16.5% | +11.0% |
| 3M | +17.5% | -27.2% | +44.7% | +22.9% |
| 6M | +33.5% | -43.5% | +76.9% | +44.5% |
| YTD | +21.6% | -39.0% | +60.6% | +28.8% |
| 1Y | +27.6% | -39.8% | +67.3% | +35.1% |
| 3Y | +76.4% | -24.8% | +101.2% | +73.8% |
| 5Y | +103.8% | -50.7% | +154.5% | +106.3% |
| All | +455.4% | -50.9% | +506.3% | +358.4% |
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