+36.2%
HST vs BIDU
-18.3%
+54.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +0.5% |
| 7D | +0.7% | -5.2% | +5.9% | +0.9% |
| 30D | -0.7% | -14.5% | +13.8% | -0.1% |
| 3M | -4.0% | -22.9% | +18.9% | -3.0% |
| 6M | +20.7% | -27.8% | +48.5% | +21.6% |
| YTD | +31.0% | -30.7% | +61.7% | +31.9% |
| 1Y | +36.2% | -15.8% | +52.0% | +38.5% |
| All | +36.2% | -18.3% | +54.5% | +38.5% |
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