+107.0%
HST vs BIDU
-50.6%
+157.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | 0.0% |
| 7D | -0.3% | -2.4% | +2.1% | +0.1% |
| 30D | -2.8% | -16.0% | +13.2% | +0.1% |
| 3M | -6.5% | -24.0% | +17.5% | -2.2% |
| 6M | +20.7% | -24.9% | +45.6% | +25.6% |
| YTD | +30.5% | -29.6% | +60.0% | +36.7% |
| 1Y | +36.8% | -15.2% | +51.9% | +36.5% |
| 3Y | +65.9% | -32.2% | +98.1% | +68.4% |
| 5Y | +73.9% | -43.8% | +117.7% | +73.2% |
| 10Y | +107.0% | -49.5% | +156.5% | +73.2% |
| All | +107.0% | -50.6% | +157.7% | +73.2% |
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