+991.6%
WDC vs BIDU
-42.3%
+1,033.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | +7.5% | -2.4% | +9.9% | +8.1% |
| 30D | +10.1% | -16.0% | +26.0% | +15.7% |
| 3M | -6.8% | -24.0% | +17.2% | +0.9% |
| 6M | +84.1% | -24.9% | +109.0% | +99.3% |
| YTD | +180.3% | -29.6% | +209.8% | +209.1% |
| 1Y | +411.1% | -15.2% | +426.2% | +433.9% |
| 3Y | +1,375.0% | -32.2% | +1,407.2% | +1,476.6% |
| 5Y | +991.6% | -43.8% | +1,035.3% | +1,089.5% |
| All | +991.6% | -42.3% | +1,033.8% | +1,089.5% |
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