+203.8%
DHR vs BIDU
-48.7%
+252.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -3.6% | -8.1% | +4.5% | -2.5% |
| 30D | -2.7% | -12.8% | +10.1% | -1.0% |
| 3M | +10.9% | -21.3% | +32.2% | +14.3% |
| 6M | +3.0% | -27.0% | +30.0% | +6.7% |
| YTD | -12.2% | -30.0% | +17.8% | -8.8% |
| 1Y | +3.3% | -18.3% | +21.6% | +4.1% |
| 3Y | -8.2% | -33.8% | +25.6% | -6.6% |
| 5Y | -29.9% | -44.3% | +14.4% | -30.0% |
| All | +203.8% | -48.7% | +252.5% | +182.2% |
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