+155.3%
HBAN vs BIDU
-48.7%
+204.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -1.0% | -8.1% | +7.1% | +0.2% |
| 30D | -5.6% | -12.8% | +7.2% | -3.8% |
| 3M | -1.1% | -21.3% | +20.1% | +2.0% |
| 6M | +9.9% | -27.0% | +36.8% | +14.0% |
| YTD | -0.9% | -30.0% | +29.1% | +3.0% |
| 1Y | -1.4% | -18.3% | +16.9% | -0.8% |
| 3Y | +78.2% | -33.8% | +112.1% | +81.4% |
| 5Y | +37.0% | -44.3% | +81.3% | +37.1% |
| All | +155.3% | -48.7% | +204.0% | +129.1% |
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