-3.8%
HSY vs BIDU
-16.8%
+13.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | +0.1% | -8.1% | +8.2% | +0.1% |
| 30D | -5.2% | -12.8% | +7.6% | -5.1% |
| 3M | -3.4% | -21.3% | +17.9% | -3.3% |
| 6M | -19.2% | -27.0% | +7.8% | -18.7% |
| YTD | -2.6% | -30.0% | +27.4% | -2.2% |
| 1Y | -3.8% | -18.3% | +14.5% | -4.2% |
| All | -3.8% | -16.8% | +13.1% | -4.2% |
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 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