+172.0%
XHB vs BIDU
+1,890.3%
-1,718.4%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.0% | +4.5% | -0.8% |
| 7D | +0.2% | -2.4% | +2.6% | +0.7% |
| 30D | -9.1% | -15.6% | +6.6% | -5.7% |
| 3M | -2.3% | -22.3% | +20.0% | +2.8% |
| 6M | -4.1% | -22.3% | +18.1% | +0.2% |
| YTD | -1.7% | -29.2% | +27.5% | +4.2% |
| 1Y | -15.1% | -14.8% | -0.3% | -14.9% |
| 3Y | +26.8% | -31.8% | +58.6% | +29.6% |
| 5Y | +37.3% | -43.1% | +80.5% | +36.2% |
| 10Y | +205.7% | -50.6% | +256.3% | +184.8% |
| All | +172.0% | +1,890.3% | -1,718.4% | +4.7% |
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