+135.9%
WMT vs BIDU
-44.1%
+180.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.3% |
| 7D | 0.0% | -8.1% | +8.1% | +0.2% |
| 30D | -7.4% | -12.8% | +5.4% | -7.2% |
| 3M | -10.9% | -21.3% | +10.4% | -10.5% |
| 6M | -12.7% | -27.0% | +14.3% | -12.3% |
| YTD | -3.2% | -30.0% | +26.8% | -2.8% |
| 1Y | +5.3% | -18.3% | +23.5% | +5.1% |
| 3Y | +101.9% | -33.8% | +135.7% | +101.2% |
| All | +135.9% | -44.1% | +180.0% | +135.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling