+75.6%
HST vs BIDU
-34.6%
+110.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.5% | -3.2% | +1.0% |
| 7D | +3.3% | +1.2% | +2.2% | +3.2% |
| 30D | +16.4% | -7.5% | +23.9% | +16.8% |
| 3M | +5.5% | -28.6% | +34.0% | +7.1% |
| 6M | +31.1% | -36.9% | +68.0% | +33.9% |
| YTD | +55.9% | -38.4% | +94.4% | +57.9% |
| 1Y | +75.6% | -35.7% | +111.3% | +77.0% |
| All | +75.6% | -34.6% | +110.2% | +77.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling