+20.7%
DHI vs BIDU
-34.3%
+55.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | -3.4% | -8.1% | +4.7% | -2.5% |
| 30D | -5.4% | -12.8% | +7.4% | -4.1% |
| 3M | -10.4% | -21.3% | +10.8% | -8.3% |
| 6M | -2.8% | -27.0% | +24.2% | 0.0% |
| YTD | -3.4% | -30.0% | +26.6% | -0.5% |
| 1Y | -22.9% | -18.3% | -4.6% | -23.1% |
| 3Y | +20.7% | -33.8% | +54.5% | +26.7% |
| All | +20.7% | -34.3% | +55.0% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling