+124.8%
TROW vs BIDU
-48.7%
+173.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -3.2% | -8.1% | +4.9% | -1.5% |
| 30D | -4.6% | -12.8% | +8.2% | -2.2% |
| 3M | -0.7% | -21.3% | +20.6% | +3.8% |
| 6M | +22.2% | -27.0% | +49.2% | +28.8% |
| YTD | +6.6% | -30.0% | +36.7% | +12.9% |
| 1Y | +5.8% | -18.3% | +24.1% | +7.1% |
| 3Y | +11.6% | -33.8% | +45.4% | +14.7% |
| 5Y | -38.9% | -44.3% | +5.4% | -38.4% |
| All | +124.8% | -48.7% | +173.5% | +118.0% |
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