+1,039.2%
THC vs BIDU
-50.6%
+1,089.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.4% | +4.0% |
| 7D | +4.1% | -2.4% | +6.5% | +4.6% |
| 30D | +3.5% | -16.0% | +19.5% | +7.1% |
| 3M | +61.7% | -24.0% | +85.8% | +70.6% |
| 6M | +11.8% | -24.9% | +36.7% | +17.2% |
| YTD | +35.4% | -29.6% | +65.0% | +42.7% |
| 1Y | +37.0% | -15.2% | +52.2% | +36.3% |
| 3Y | +260.1% | -32.2% | +292.2% | +266.0% |
| 5Y | +262.6% | -43.8% | +306.4% | +260.7% |
| 10Y | +1,039.2% | -49.5% | +1,088.7% | +772.9% |
| All | +1,039.2% | -50.6% | +1,089.9% | +772.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling