+99.2%
WMT vs BIDU
-34.9%
+134.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.1% |
| 7D | -2.5% | -5.2% | +2.7% | -2.4% |
| 30D | -6.4% | -14.5% | +8.1% | -6.3% |
| 3M | -12.1% | -22.9% | +10.8% | -11.8% |
| 6M | -15.0% | -27.8% | +12.9% | -14.7% |
| YTD | -4.5% | -30.7% | +26.2% | -4.2% |
| 1Y | +6.2% | -15.8% | +22.0% | +5.4% |
| All | +99.2% | -34.9% | +134.1% | +90.4% |
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