+3.1%
HD vs BIDU
-32.1%
+35.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.0% | +4.7% | -1.8% |
| 7D | -1.2% | -2.4% | +1.3% | -1.0% |
| 30D | -11.1% | -15.6% | +4.5% | -10.2% |
| 3M | +2.0% | -22.3% | +24.3% | +3.6% |
| 6M | -10.5% | -22.3% | +11.8% | -9.4% |
| YTD | -6.9% | -29.2% | +22.3% | -5.4% |
| 1Y | -23.2% | -14.8% | -8.4% | -23.7% |
| 3Y | +3.1% | -31.8% | +34.9% | +5.1% |
| All | +3.1% | -32.1% | +35.1% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling