-64.0%
TXG vs BIDU
-45.6%
-18.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.7% |
| 7D | +5.0% | -5.2% | +10.2% | +7.1% |
| 30D | +13.5% | -14.5% | +28.0% | +20.9% |
| 3M | +128.0% | -22.9% | +150.9% | +152.5% |
| 6M | +224.4% | -27.8% | +252.3% | +266.9% |
| YTD | +307.0% | -30.7% | +337.7% | +361.7% |
| 1Y | +427.2% | -15.8% | +443.1% | +432.0% |
| 3Y | +40.2% | -33.2% | +73.4% | +49.8% |
| 5Y | -64.0% | -44.8% | -19.2% | -60.6% |
| All | -64.0% | -45.6% | -18.4% | -60.6% |
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