+70.1%
TXN vs BIDU
-34.9%
+105.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.8% |
| 7D | +2.0% | -5.2% | +7.2% | +2.9% |
| 30D | -8.0% | -14.5% | +6.5% | -5.6% |
| 3M | -7.8% | -22.9% | +15.1% | -3.8% |
| 6M | +32.4% | -27.8% | +60.2% | +39.3% |
| YTD | +51.7% | -30.7% | +82.4% | +59.7% |
| 1Y | +44.3% | -15.8% | +60.1% | +45.6% |
| All | +70.1% | -34.9% | +105.0% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling