+197.9%
WEC vs BIDU
-51.3%
+249.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.3% | +0.9% |
| 7D | +2.3% | -4.6% | +6.9% | +2.3% |
| 30D | +11.1% | -4.5% | +15.6% | +11.0% |
| 3M | +8.4% | -25.4% | +33.8% | +8.2% |
| 6M | +7.5% | -48.1% | +55.6% | +7.1% |
| YTD | +15.3% | -40.2% | +55.5% | +15.0% |
| 1Y | +9.7% | -35.2% | +45.0% | +9.5% |
| 3Y | +64.7% | -27.1% | +91.8% | +64.4% |
| 5Y | +57.3% | -54.2% | +111.4% | +56.6% |
| All | +197.9% | -51.3% | +249.2% | +169.9% |
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