-16.8%
HAL vs BIDU
-50.9%
+34.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.3% |
| 7D | -0.2% | -0.8% | +0.6% | 0.0% |
| 30D | +1.0% | -5.4% | +6.4% | +2.1% |
| 3M | -2.1% | -24.7% | +22.6% | +3.4% |
| 6M | -17.5% | -45.3% | +27.8% | -7.4% |
| YTD | +18.1% | -39.0% | +57.1% | +28.0% |
| 1Y | +19.7% | -39.6% | +59.3% | +29.6% |
| 3Y | -7.9% | -24.7% | +16.8% | -9.2% |
| 5Y | +53.1% | -52.3% | +105.4% | +57.4% |
| 10Y | -16.8% | -51.1% | +34.3% | -28.4% |
| All | -16.8% | -50.9% | +34.1% | -28.4% |
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