-11.2%
HSY vs BIDU
-33.9%
+22.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.6% |
| 7D | -3.0% | -2.4% | -0.5% | -2.9% |
| 30D | -5.0% | -16.0% | +10.9% | -4.4% |
| 3M | -1.3% | -24.0% | +22.7% | -0.2% |
| 6M | -21.5% | -24.9% | +3.4% | -20.6% |
| YTD | -3.3% | -29.6% | +26.3% | -2.1% |
| 1Y | -5.5% | -15.2% | +9.7% | -5.9% |
| All | -11.2% | -33.9% | +22.7% | -13.4% |
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