+210.2%
HD vs BIDU
-50.6%
+260.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -1.0% |
| 7D | -1.8% | -2.4% | +0.6% | -1.5% |
| 30D | -10.8% | -16.0% | +5.1% | -9.0% |
| 3M | -2.7% | -24.0% | +21.3% | +0.5% |
| 6M | -10.3% | -24.9% | +14.6% | -7.6% |
| YTD | -7.8% | -29.6% | +21.7% | -4.7% |
| 1Y | -23.1% | -15.2% | -8.0% | -23.2% |
| 3Y | +2.0% | -32.2% | +34.2% | +3.1% |
| 5Y | +6.2% | -43.8% | +50.0% | +5.6% |
| 10Y | +210.2% | -49.5% | +259.6% | +166.9% |
| All | +210.2% | -50.6% | +260.8% | +166.9% |
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