+63.2%
WEC vs BIDU
-27.9%
+91.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | -0.1% |
| 7D | -0.7% | -2.3% | +1.6% | -0.8% |
| 30D | +11.0% | -7.3% | +18.3% | +10.7% |
| 3M | +8.6% | -26.0% | +34.6% | +7.8% |
| 6M | +6.2% | -44.5% | +50.7% | +4.8% |
| YTD | +14.3% | -40.6% | +54.9% | +13.1% |
| 1Y | +8.4% | -39.8% | +48.2% | +7.3% |
| All | +63.2% | -27.9% | +91.0% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling