+583.2%
WDC vs BIDU
-53.5%
+636.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | +0.1% |
| 7D | +16.3% | -2.3% | +18.6% | +17.0% |
| 30D | -18.3% | -7.3% | -11.0% | -16.3% |
| 3M | -31.4% | -26.0% | -5.5% | -25.0% |
| 6M | -36.3% | -44.5% | +8.2% | -24.3% |
| YTD | +80.8% | -40.6% | +121.4% | +110.1% |
| 1Y | +87.7% | -39.8% | +127.5% | +117.2% |
| 3Y | +819.4% | -26.7% | +846.2% | +872.4% |
| 5Y | +583.2% | -54.5% | +637.7% | +663.1% |
| All | +583.2% | -53.5% | +636.7% | +663.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling