+1,649.1%
THC vs BIDU
-51.7%
+1,700.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.7% | +0.6% | -1.5% |
| 7D | +0.1% | -2.3% | +2.5% | +0.6% |
| 30D | +7.5% | -7.3% | +14.8% | +9.3% |
| 3M | +7.5% | -26.0% | +33.5% | +14.3% |
| 6M | +46.4% | -44.5% | +91.0% | +64.9% |
| YTD | +44.4% | -40.6% | +84.9% | +57.7% |
| 1Y | +43.4% | -39.8% | +83.2% | +55.9% |
| 3Y | +433.3% | -26.7% | +460.0% | +426.6% |
| 5Y | +262.5% | -54.5% | +317.0% | +281.1% |
| All | +1,649.1% | -51.7% | +1,700.8% | +1,390.5% |
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