+642.9%
WDC vs BIDU
-51.3%
+694.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.2% |
| 7D | +12.1% | -4.6% | +16.6% | +13.8% |
| 30D | -18.8% | -4.5% | -14.3% | -17.6% |
| 3M | -39.3% | -25.4% | -14.0% | -33.2% |
| 6M | -40.1% | -48.1% | +8.0% | -25.8% |
| YTD | +71.8% | -40.2% | +112.0% | +102.5% |
| 1Y | +88.5% | -35.2% | +123.7% | +116.5% |
| 3Y | +770.0% | -27.1% | +797.1% | +817.1% |
| 5Y | +549.0% | -54.2% | +603.2% | +635.9% |
| All | +642.9% | -51.3% | +694.2% | +568.3% |
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 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