+246.3%
HPE vs BIDU
-34.9%
+281.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.6% | -4.7% | -6.0% |
| 7D | +1.4% | -5.2% | +6.7% | +2.2% |
| 30D | +1.5% | -14.5% | +16.0% | +4.2% |
| 3M | +21.7% | -22.9% | +44.6% | +27.2% |
| 6M | +164.2% | -27.8% | +192.0% | +178.8% |
| YTD | +132.1% | -30.7% | +162.7% | +145.6% |
| 1Y | +130.6% | -15.8% | +146.5% | +134.0% |
| All | +246.3% | -34.9% | +281.2% | +261.4% |
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