+27.4%
WMT vs BIDU
-34.6%
+62.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.5% | -1.0% | +3.6% |
| 7D | +8.8% | +1.2% | +7.6% | +8.8% |
| 30D | +22.9% | -7.5% | +30.5% | +22.5% |
| 3M | +16.1% | -28.6% | +44.6% | +14.5% |
| 6M | -0.5% | -36.9% | +36.4% | -2.1% |
| YTD | +16.7% | -38.4% | +55.1% | +14.3% |
| 1Y | +27.4% | -35.7% | +63.0% | +26.2% |
| All | +27.4% | -34.6% | +62.0% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling