+247.2%
HD vs BIDU
-52.8%
+300.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.5% |
| 7D | +5.2% | +3.6% | +1.6% | +4.7% |
| 30D | +20.7% | -6.6% | +27.3% | +21.8% |
| 3M | +0.8% | -27.2% | +28.0% | +4.8% |
| 6M | +12.2% | -43.5% | +55.7% | +20.2% |
| YTD | +4.2% | -39.0% | +43.2% | +9.8% |
| 1Y | -2.6% | -39.8% | +37.2% | +2.6% |
| 3Y | +30.0% | -24.8% | +54.8% | +28.9% |
| 5Y | +8.1% | -50.7% | +58.8% | +9.5% |
| 10Y | +247.2% | -51.2% | +298.4% | +200.9% |
| All | +247.2% | -52.8% | +300.0% | +200.9% |
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