+35.6%
XHB vs BIDU
-27.4%
+63.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | +0.1% | +0.7% |
| 7D | -0.2% | -4.6% | +4.3% | +0.4% |
| 30D | +9.9% | -4.5% | +14.5% | +10.6% |
| 3M | -6.3% | -25.4% | +19.1% | -2.9% |
| 6M | +3.8% | -48.1% | +51.9% | +12.6% |
| YTD | +0.1% | -40.2% | +40.3% | +5.7% |
| 1Y | -0.8% | -35.2% | +34.4% | +3.4% |
| 3Y | +35.6% | -27.1% | +62.7% | +33.6% |
| All | +35.6% | -27.4% | +63.0% | +33.6% |
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