-56.6%
BIDU vs ALHC
-33.0%
-23.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.3% |
| 7D | -5.2% | -5.8% | +0.6% | -4.6% |
| 30D | -14.5% | -3.3% | -11.2% | -14.2% |
| 3M | -22.9% | -37.9% | +15.0% | -19.6% |
| 6M | -27.8% | -29.5% | +1.7% | -26.7% |
| YTD | -30.7% | -35.4% | +4.7% | -28.9% |
| 1Y | -15.8% | -22.4% | +6.6% | -15.7% |
| 3Y | -33.2% | +146.3% | -179.6% | -47.2% |
| 5Y | -44.8% | -32.0% | -12.8% | -51.7% |
| All | -56.6% | -33.0% | -23.6% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ALHC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling