+69.6%
HST vs BIDU
-27.7%
+97.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.1% | -3.8% | -0.1% |
| 7D | -1.0% | +2.4% | -3.5% | -1.2% |
| 30D | -12.3% | -10.5% | -1.8% | -11.5% |
| 3M | -6.4% | -26.2% | +19.9% | -4.0% |
| 6M | +15.0% | -16.4% | +31.4% | +16.0% |
| YTD | +30.5% | -23.9% | +54.4% | +32.5% |
| 1Y | +35.7% | +1.3% | +34.4% | +32.3% |
| All | +69.6% | -27.7% | +97.2% | +71.1% |
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