-14.9%
HAL vs BIDU
-51.3%
+36.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.5% | +3.0% |
| 7D | +6.1% | -4.6% | +10.6% | +7.1% |
| 30D | +2.9% | -4.5% | +7.4% | +3.8% |
| 3M | +3.3% | -25.4% | +28.7% | +9.3% |
| 6M | -16.9% | -48.1% | +31.2% | -5.5% |
| YTD | +21.2% | -40.2% | +61.4% | +31.9% |
| 1Y | +27.5% | -35.2% | +62.8% | +35.9% |
| 3Y | -6.4% | -27.1% | +20.7% | -7.1% |
| 5Y | +58.0% | -54.2% | +112.2% | +64.4% |
| All | -14.9% | -51.3% | +36.5% | -26.0% |
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