+72.8%
HCA vs BIDU
-44.1%
+116.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.3% |
| 7D | +5.4% | -8.1% | +13.5% | +5.9% |
| 30D | +3.0% | -12.8% | +15.8% | +3.7% |
| 3M | +13.0% | -21.3% | +34.3% | +14.5% |
| 6M | -20.3% | -27.0% | +6.7% | -19.1% |
| YTD | -8.2% | -30.0% | +21.8% | -6.8% |
| 1Y | +6.7% | -18.3% | +25.0% | +6.7% |
| 3Y | +60.4% | -33.8% | +94.2% | +61.3% |
| All | +72.8% | -44.1% | +116.8% | +75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling