+302.9%
WM vs BIDU
-51.1%
+354.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.0% | +6.4% | -0.4% |
| 7D | -0.9% | -2.4% | +1.5% | -0.9% |
| 30D | -4.3% | -15.6% | +11.3% | -4.0% |
| 3M | +0.8% | -22.3% | +23.1% | +1.3% |
| 6M | -10.8% | -22.3% | +11.5% | -10.5% |
| YTD | -0.1% | -29.2% | +29.1% | +0.5% |
| 1Y | +1.0% | -14.8% | +15.8% | +0.7% |
| 3Y | +45.1% | -31.8% | +76.9% | +45.2% |
| 5Y | +52.1% | -43.1% | +95.2% | +51.6% |
| 10Y | +302.9% | -50.6% | +353.6% | +281.1% |
| All | +302.9% | -51.1% | +354.0% | +281.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling