+203.6%
TGT vs BIDU
-48.7%
+252.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | -5.2% | -8.1% | +2.9% | -4.3% |
| 30D | +1.2% | -12.8% | +14.0% | +2.7% |
| 3M | +18.4% | -21.3% | +39.7% | +21.5% |
| 6M | +33.4% | -27.0% | +60.4% | +37.5% |
| YTD | +63.8% | -30.0% | +93.9% | +69.0% |
| 1Y | +77.2% | -18.3% | +95.4% | +77.7% |
| 3Y | +41.8% | -33.8% | +75.6% | +43.5% |
| 5Y | -25.5% | -44.3% | +18.8% | -25.7% |
| All | +203.6% | -48.7% | +252.3% | +193.5% |
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