-91.5%
HTZ vs BIDU
-51.2%
-40.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.1% | -2.7% | +0.3% |
| 7D | +7.5% | +2.4% | +5.1% | +6.8% |
| 30D | +47.4% | -10.5% | +57.9% | +50.9% |
| 3M | -54.9% | -26.2% | -28.7% | -51.6% |
| 6M | -47.0% | -16.4% | -30.6% | -45.1% |
| YTD | -55.3% | -23.9% | -31.4% | -52.7% |
| 1Y | -57.6% | +1.3% | -58.9% | -58.9% |
| 3Y | -86.6% | -32.1% | -54.5% | -86.0% |
| 5Y | -86.1% | -39.0% | -47.2% | -86.0% |
| All | -91.5% | -51.2% | -40.3% | -89.0% |
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