+584.9%
XYZ vs BIDU
-51.3%
+636.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.2% | +2.5% |
| 7D | -1.1% | -4.6% | +3.5% | +1.1% |
| 30D | +11.5% | -4.5% | +16.1% | +14.2% |
| 3M | +1.8% | -25.4% | +27.1% | +15.9% |
| 6M | +21.2% | -48.1% | +69.3% | +61.5% |
| YTD | +29.9% | -40.2% | +70.1% | +57.9% |
| 1Y | +35.8% | -35.2% | +71.0% | +57.2% |
| 3Y | +62.6% | -27.1% | +89.7% | +59.6% |
| 5Y | -62.8% | -54.2% | -8.6% | -55.9% |
| All | +584.9% | -51.3% | +636.2% | +626.9% |
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