+208.9%
XHB vs BIDU
-48.7%
+257.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | -4.6% | -8.1% | +3.5% | -3.1% |
| 30D | -9.1% | -12.8% | +3.7% | -6.9% |
| 3M | -8.6% | -21.3% | +12.7% | -4.8% |
| 6M | -4.0% | -27.0% | +22.9% | +0.7% |
| YTD | -3.9% | -30.0% | +26.1% | +1.1% |
| 1Y | -16.5% | -18.3% | +1.8% | -15.7% |
| 3Y | +22.6% | -33.8% | +56.4% | +25.6% |
| 5Y | +33.9% | -44.3% | +78.2% | +34.5% |
| All | +208.9% | -48.7% | +257.5% | +165.5% |
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 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