-39.6%
ZBRA vs BIDU
-44.1%
+4.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +1.7% |
| 7D | -3.4% | -8.1% | +4.7% | -1.6% |
| 30D | -7.4% | -12.8% | +5.4% | -4.8% |
| 3M | +57.5% | -21.3% | +78.8% | +65.2% |
| 6M | +64.0% | -27.0% | +90.9% | +73.4% |
| YTD | +44.3% | -30.0% | +74.3% | +52.9% |
| 1Y | +10.9% | -18.3% | +29.1% | +12.1% |
| 3Y | +37.5% | -33.8% | +71.4% | +41.6% |
| All | -39.6% | -44.1% | +4.5% | -40.0% |
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