-4.5%
HAL vs BIDU
-32.1%
+27.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.0% | +6.2% | -0.1% |
| 7D | +0.5% | -2.4% | +2.9% | +0.7% |
| 30D | +15.9% | -15.6% | +31.6% | +17.7% |
| 3M | -8.7% | -22.3% | +13.6% | -6.7% |
| 6M | +9.0% | -22.3% | +31.3% | +10.8% |
| YTD | +32.0% | -29.2% | +61.2% | +35.3% |
| 1Y | +72.5% | -14.8% | +87.3% | +70.9% |
| 3Y | -4.5% | -31.8% | +27.2% | -9.1% |
| All | -4.5% | -32.1% | +27.5% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling