+355.8%
VZ vs BIDU
+1,140.5%
-784.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -1.2% |
| 7D | +2.1% | +7.2% | -5.0% | +1.6% |
| 30D | +1.4% | -4.0% | +5.4% | +1.6% |
| 3M | -1.3% | -25.1% | +23.9% | +0.7% |
| 6M | -0.5% | -41.8% | +41.2% | +3.2% |
| YTD | +19.6% | -37.3% | +57.0% | +22.8% |
| 1Y | +22.4% | -35.6% | +57.9% | +25.1% |
| 3Y | +55.9% | -24.5% | +80.4% | +54.8% |
| 5Y | +20.4% | -48.3% | +68.7% | +19.9% |
| 10Y | +66.9% | -51.2% | +118.1% | +58.6% |
| All | +355.8% | +1,140.5% | -784.6% | +200.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling