+142.1%
WEC vs BIDU
-49.1%
+191.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.8% |
| 7D | -1.3% | -5.2% | +4.0% | -1.3% |
| 30D | -0.4% | -14.5% | +14.1% | -0.5% |
| 3M | -6.8% | -22.9% | +16.1% | -6.9% |
| 6M | -6.4% | -27.8% | +21.4% | -6.5% |
| YTD | +2.5% | -30.7% | +33.2% | +2.4% |
| 1Y | -0.4% | -15.8% | +15.4% | -0.5% |
| 3Y | +38.5% | -33.2% | +71.8% | +38.4% |
| 5Y | +31.7% | -44.8% | +76.5% | +31.4% |
| All | +142.1% | -49.1% | +191.2% | +123.7% |
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