+419.8%
TXN vs BIDU
-48.7%
+468.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.6% |
| 7D | +4.0% | -8.1% | +12.1% | +5.9% |
| 30D | -2.9% | -12.8% | +10.0% | -0.1% |
| 3M | -9.1% | -21.3% | +12.2% | -4.5% |
| 6M | +36.6% | -27.0% | +63.6% | +45.3% |
| YTD | +57.5% | -30.0% | +87.5% | +67.9% |
| 1Y | +49.5% | -18.3% | +67.8% | +52.2% |
| 3Y | +76.5% | -33.8% | +110.4% | +82.6% |
| 5Y | +62.4% | -44.3% | +106.7% | +63.5% |
| All | +419.8% | -48.7% | +468.5% | +367.3% |
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