+11.4%
WBD vs BIDU
-48.7%
+60.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -0.7% | -8.1% | +7.4% | +1.1% |
| 30D | +1.4% | -12.8% | +14.2% | +4.2% |
| 3M | +4.4% | -21.3% | +25.7% | +9.5% |
| 6M | +0.8% | -27.0% | +27.8% | +6.6% |
| YTD | -2.7% | -30.0% | +27.3% | +3.1% |
| 1Y | +73.4% | -18.3% | +91.7% | +74.4% |
| 3Y | +142.1% | -33.8% | +176.0% | +149.1% |
| 5Y | +7.2% | -44.3% | +51.5% | +9.3% |
| All | +11.4% | -48.7% | +60.0% | -0.4% |
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