+161.8%
WAT vs BIDU
-49.1%
+210.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -2.9% | -5.2% | +2.3% | -2.1% |
| 30D | -3.2% | -14.5% | +11.3% | -1.0% |
| 3M | +10.6% | -22.9% | +33.5% | +14.6% |
| 6M | +34.0% | -27.8% | +61.9% | +39.6% |
| YTD | +5.7% | -30.7% | +36.4% | +10.3% |
| 1Y | +37.1% | -15.8% | +52.9% | +37.6% |
| 3Y | +52.4% | -33.2% | +85.6% | +55.2% |
| 5Y | -4.4% | -44.8% | +40.4% | -4.3% |
| All | +161.8% | -49.1% | +210.9% | +133.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling