-9.8%
TRI vs BIDU
-44.1%
+34.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.7% |
| 7D | -7.9% | -8.1% | +0.2% | -7.5% |
| 30D | -4.5% | -12.8% | +8.3% | -4.0% |
| 3M | +22.1% | -21.3% | +43.4% | +23.2% |
| 6M | -2.8% | -27.0% | +24.2% | -1.8% |
| YTD | -23.4% | -30.0% | +6.6% | -22.6% |
| 1Y | -41.5% | -18.3% | -23.3% | -41.8% |
| 3Y | -19.2% | -33.8% | +14.6% | -19.3% |
| All | -9.8% | -44.1% | +34.2% | -11.6% |
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