+302.0%
TRV vs BIDU
-48.7%
+350.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +2.0% |
| 7D | +1.9% | -8.1% | +10.0% | +2.4% |
| 30D | +1.7% | -12.8% | +14.5% | +2.4% |
| 3M | +23.9% | -21.3% | +45.2% | +25.4% |
| 6M | +26.3% | -27.0% | +53.2% | +28.1% |
| YTD | +30.8% | -30.0% | +60.9% | +32.8% |
| 1Y | +36.3% | -18.3% | +54.6% | +36.2% |
| 3Y | +145.0% | -33.8% | +178.8% | +146.4% |
| 5Y | +163.9% | -44.3% | +208.2% | +163.3% |
| All | +302.0% | -48.7% | +350.7% | +262.0% |
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