-27.1%
BIDU vs ALHC
+22.7%
-49.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.5% | +0.7% |
| 7D | -4.6% | +0.3% | -4.8% | -4.6% |
| 30D | -4.5% | -10.6% | +6.0% | -4.1% |
| 3M | -25.4% | -45.3% | +20.0% | -23.5% |
| 6M | -48.1% | -59.7% | +11.6% | -46.7% |
| YTD | -40.2% | -62.7% | +22.5% | -38.4% |
| 1Y | -35.2% | -56.1% | +20.9% | -33.9% |
| 3Y | -27.1% | +21.3% | -48.4% | -39.4% |
| All | -27.1% | +22.7% | -49.8% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling