+73.7%
HST vs BIDU
-44.5%
+118.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.0% | +7.0% | +1.1% |
| 7D | +2.0% | -2.4% | +4.4% | +2.3% |
| 30D | -5.2% | -15.6% | +10.4% | -3.1% |
| 3M | -6.2% | -22.3% | +16.1% | -3.2% |
| 6M | +20.4% | -22.3% | +42.7% | +23.6% |
| YTD | +30.6% | -29.2% | +59.8% | +35.3% |
| 1Y | +37.4% | -14.8% | +52.2% | +36.9% |
| 3Y | +66.1% | -31.8% | +97.9% | +68.1% |
| 5Y | +73.7% | -43.1% | +116.8% | +71.2% |
| All | +73.7% | -44.5% | +118.2% | +71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling