+372.2%
HSY vs BIDU
+1,302.3%
-930.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.0% | +7.0% | +0.5% |
| 7D | -1.6% | -2.4% | +0.9% | -1.4% |
| 30D | -4.2% | -15.6% | +11.4% | -3.4% |
| 3M | -0.7% | -22.3% | +21.6% | +0.6% |
| 6M | -21.8% | -22.3% | +0.5% | -20.9% |
| YTD | -2.7% | -29.2% | +26.5% | -1.2% |
| 1Y | -4.8% | -14.8% | +10.0% | -4.8% |
| 3Y | -9.4% | -31.8% | +22.4% | -8.9% |
| 5Y | +11.3% | -43.1% | +54.4% | +10.5% |
| 10Y | +125.0% | -50.6% | +175.7% | +117.6% |
| All | +372.2% | +1,302.3% | -930.1% | +243.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling