+89.6%
HST vs BIDU
-25.9%
+115.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -1.3% | -0.8% | -0.4% | -1.2% |
| 30D | +13.4% | -5.4% | +18.8% | +13.8% |
| 3M | +16.7% | -24.7% | +41.4% | +19.1% |
| 6M | +24.0% | -45.3% | +69.3% | +29.8% |
| YTD | +54.0% | -39.0% | +92.9% | +58.6% |
| 1Y | +55.0% | -39.6% | +94.6% | +59.7% |
| All | +89.6% | -25.9% | +115.4% | +85.7% |
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