+124.4%
HSY vs BIDU
-51.3%
+175.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -2.1% | -4.6% | +2.4% | -2.0% |
| 30D | +6.1% | -4.5% | +10.6% | +6.2% |
| 3M | -5.6% | -25.4% | +19.7% | -4.9% |
| 6M | -9.5% | -48.1% | +38.5% | -7.9% |
| YTD | -2.1% | -40.2% | +38.1% | -0.8% |
| 1Y | +0.8% | -35.2% | +36.0% | +1.8% |
| 3Y | -2.1% | -27.1% | +25.0% | -2.2% |
| 5Y | +11.2% | -54.2% | +65.4% | +12.5% |
| All | +124.4% | -51.3% | +175.8% | +105.7% |
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 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