+198.7%
WELL vs BIDU
-33.9%
+232.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -1.1% | -2.4% | +1.3% | -1.1% |
| 30D | +0.7% | -16.0% | +16.7% | +1.1% |
| 3M | +14.5% | -24.0% | +38.5% | +15.2% |
| 6M | +14.4% | -24.9% | +39.3% | +14.9% |
| YTD | +28.5% | -29.6% | +58.0% | +29.1% |
| 1Y | +41.8% | -15.2% | +56.9% | +41.3% |
| All | +198.7% | -33.9% | +232.6% | +203.3% |
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