+328.7%
WM vs BIDU
-51.3%
+380.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.2% |
| 7D | -0.5% | +5.4% | -5.8% | -0.6% |
| 30D | +13.3% | -5.0% | +18.3% | +13.4% |
| 3M | +4.4% | -26.1% | +30.5% | +5.0% |
| 6M | +10.8% | -42.6% | +53.4% | +12.0% |
| YTD | +9.1% | -38.0% | +47.1% | +9.9% |
| 1Y | +19.1% | -35.7% | +54.8% | +19.9% |
| 3Y | +45.7% | -22.9% | +68.6% | +44.6% |
| 5Y | +60.4% | -49.9% | +110.3% | +60.4% |
| 10Y | +328.7% | -52.0% | +380.7% | +308.0% |
| All | +328.7% | -51.3% | +380.1% | +308.0% |
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 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