+850.1%
TRGP vs BIDU
-48.7%
+898.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | +0.1% | -8.1% | +8.2% | +1.7% |
| 30D | +8.0% | -12.8% | +20.9% | +10.4% |
| 3M | +8.3% | -21.3% | +29.5% | +12.6% |
| 6M | +23.9% | -27.0% | +50.9% | +29.5% |
| YTD | +59.6% | -30.0% | +89.7% | +67.3% |
| 1Y | +79.4% | -18.3% | +97.7% | +79.3% |
| 3Y | +269.4% | -33.8% | +303.3% | +275.0% |
| 5Y | +641.6% | -44.3% | +686.0% | +625.9% |
| All | +850.1% | -48.7% | +898.8% | +630.9% |
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