+392.6%
VZ vs BIDU
+1,407.1%
-1,014.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.1% | -5.0% | -1.2% |
| 7D | +0.1% | +2.4% | -2.3% | -0.1% |
| 30D | +7.9% | -10.5% | +18.4% | +8.7% |
| 3M | +13.6% | -26.2% | +39.9% | +16.0% |
| 6M | +1.1% | -16.4% | +17.5% | +1.9% |
| YTD | +29.3% | -23.9% | +53.2% | +30.9% |
| 1Y | +21.2% | +1.3% | +20.0% | +19.3% |
| 3Y | +75.9% | -32.1% | +108.0% | +76.8% |
| 5Y | +24.1% | -39.0% | +63.1% | +22.0% |
| 10Y | +62.4% | -44.0% | +106.4% | +53.1% |
| All | +392.6% | +1,407.1% | -1,014.5% | +219.8% |
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