+194.3%
VRTX vs BIDU
-51.6%
+245.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -0.4% | -0.8% | +0.5% | -0.3% |
| 30D | +7.9% | -5.4% | +13.3% | +8.2% |
| 3M | +3.3% | -24.7% | +28.0% | +4.9% |
| 6M | +25.7% | -45.3% | +71.0% | +30.1% |
| YTD | +20.7% | -39.0% | +59.6% | +23.7% |
| 1Y | +27.4% | -39.6% | +67.0% | +30.6% |
| 3Y | +46.4% | -24.7% | +71.1% | +45.7% |
| 5Y | +194.3% | -52.3% | +246.6% | +202.3% |
| All | +194.3% | -51.6% | +245.9% | +202.3% |
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