+638.0%
XYZ vs BIDU
-51.3%
+689.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +4.1% |
| 7D | +14.9% | +5.4% | +9.5% | +12.4% |
| 30D | +14.7% | -5.0% | +19.7% | +17.6% |
| 3M | +12.1% | -26.1% | +38.2% | +28.2% |
| 6M | +18.3% | -42.6% | +60.9% | +49.6% |
| YTD | +36.1% | -38.0% | +74.0% | +62.5% |
| 1Y | +35.3% | -35.7% | +71.0% | +57.2% |
| 3Y | +73.5% | -22.9% | +96.4% | +65.5% |
| 5Y | -61.6% | -49.9% | -11.8% | -56.6% |
| 10Y | +638.0% | -52.0% | +690.0% | +673.8% |
| All | +638.0% | -51.3% | +689.3% | +673.8% |
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