+645.9%
TRGP vs BIDU
-45.6%
+691.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.3% |
| 7D | -0.6% | -5.2% | +4.7% | -0.1% |
| 30D | +10.0% | -14.5% | +24.5% | +11.2% |
| 3M | +7.6% | -22.9% | +30.5% | +9.8% |
| 6M | +26.8% | -27.8% | +54.6% | +29.6% |
| YTD | +60.6% | -30.7% | +91.2% | +64.4% |
| 1Y | +82.5% | -15.8% | +98.3% | +81.5% |
| 3Y | +265.0% | -33.2% | +298.2% | +268.1% |
| 5Y | +645.9% | -44.8% | +690.7% | +646.6% |
| All | +645.9% | -45.6% | +691.5% | +646.6% |
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