+95.3%
TFC vs BIDU
-49.1%
+144.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +1.9% | +0.6% |
| 7D | -2.5% | -5.2% | +2.7% | -1.6% |
| 30D | -2.8% | -14.5% | +11.7% | -0.5% |
| 3M | +2.1% | -22.9% | +25.0% | +6.1% |
| 6M | +10.1% | -27.8% | +37.9% | +14.8% |
| YTD | +5.4% | -30.7% | +36.1% | +10.1% |
| 1Y | +16.3% | -15.8% | +32.1% | +16.2% |
| 3Y | +95.9% | -33.2% | +129.1% | +99.0% |
| 5Y | +16.0% | -44.8% | +60.8% | +15.8% |
| All | +95.3% | -49.1% | +144.4% | +67.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling