-35.7%
BIDU vs HRB
+16.9%
-52.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.4% | +0.1% | +4.9% |
| 7D | +1.2% | +16.0% | -14.9% | +2.5% |
| 30D | -7.5% | +32.1% | -39.6% | -5.1% |
| 3M | -28.6% | +21.5% | -50.1% | -27.0% |
| 6M | -36.9% | +82.1% | -119.0% | -32.6% |
| YTD | -38.4% | +31.6% | -70.1% | -39.7% |
| 1Y | -35.7% | +15.9% | -51.5% | -38.1% |
| All | -35.7% | +16.9% | -52.6% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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