+15.0%
TFC vs BIDU
-38.7%
+53.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +1.2% | -4.6% | +5.8% | +1.3% |
| 30D | +9.7% | -4.5% | +14.2% | +9.7% |
| 3M | -4.8% | -25.4% | +20.6% | -4.5% |
| 6M | +8.4% | -48.1% | +56.5% | +9.3% |
| YTD | +4.7% | -40.2% | +44.9% | +4.7% |
| 1Y | +15.0% | -35.2% | +50.2% | +14.7% |
| All | +15.0% | -38.7% | +53.7% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling