+330.1%
WBD vs BIDU
+1,302.3%
-972.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.0% | +6.5% | +1.0% |
| 7D | -0.7% | -2.4% | +1.7% | -0.3% |
| 30D | +5.0% | -15.6% | +20.6% | +8.3% |
| 3M | +6.2% | -22.3% | +28.5% | +11.1% |
| 6M | +0.6% | -22.3% | +22.9% | +4.4% |
| YTD | -2.4% | -29.2% | +26.7% | +2.6% |
| 1Y | +127.7% | -14.8% | +142.5% | +128.0% |
| 3Y | +148.4% | -31.8% | +180.2% | +154.0% |
| 5Y | +4.2% | -43.1% | +47.3% | +5.7% |
| 10Y | +10.8% | -50.6% | +61.4% | +7.3% |
| All | +330.1% | +1,302.3% | -972.2% | +147.3% |
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 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