+148.3%
BIDU price history and return analytics
+356.5%
-208.3%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +1.0% |
| 7D | -4.6% | +2.4% | -6.9% | -7.2% |
| 30D | -4.5% | -1.5% | -3.0% | -3.0% |
| 3M | -25.4% | -4.1% | -21.2% | -21.5% |
| 6M | -48.1% | +0.6% | -48.6% | -48.3% |
| YTD | -40.2% | +11.0% | -51.2% | -46.6% |
| 1Y | -35.2% | +13.3% | -48.6% | -43.5% |
| 3Y | -27.1% | +73.4% | -100.5% | -60.7% |
| 5Y | -54.2% | +57.4% | -111.6% | -71.3% |
| 10Y | -52.0% | +221.7% | -273.7% | -85.7% |
| All | +148.3% | +356.5% | -208.3% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling