+132.3%
HON vs BIDU
-48.7%
+181.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | -3.5% | -8.1% | +4.7% | -2.5% |
| 30D | -13.8% | -12.8% | -0.9% | -12.4% |
| 3M | -11.7% | -21.3% | +9.6% | -9.4% |
| 6M | -18.7% | -27.0% | +8.2% | -16.1% |
| YTD | +0.2% | -30.0% | +30.3% | +3.7% |
| 1Y | -3.1% | -18.3% | +15.2% | -2.3% |
| 3Y | +17.0% | -33.8% | +50.8% | +18.9% |
| 5Y | +2.0% | -44.3% | +46.3% | +2.1% |
| All | +132.3% | -48.7% | +181.0% | +104.9% |
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