+30.0%
TXG vs BIDU
-19.1%
+49.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +3.0% |
| 7D | +9.5% | -8.1% | +17.6% | +12.9% |
| 30D | +18.8% | -12.8% | +31.6% | +24.8% |
| 3M | +136.1% | -21.3% | +157.4% | +156.7% |
| 6M | +235.2% | -27.0% | +262.2% | +273.3% |
| YTD | +320.5% | -30.0% | +350.6% | +370.5% |
| 1Y | +425.2% | -18.3% | +443.5% | +439.9% |
| 3Y | +42.9% | -33.8% | +76.7% | +53.0% |
| 5Y | -62.8% | -44.3% | -18.5% | -60.2% |
| All | +30.0% | -19.1% | +49.1% | +24.7% |
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