+47.4%
HAL vs BIDU
-50.7%
+98.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.6% | +0.1% |
| 7D | -6.5% | +3.6% | -10.0% | -6.9% |
| 30D | -2.1% | -6.6% | +4.5% | -1.5% |
| 3M | -4.9% | -27.2% | +22.4% | -1.8% |
| 6M | -19.3% | -43.5% | +24.2% | -14.6% |
| YTD | +14.3% | -39.0% | +53.3% | +19.2% |
| 1Y | +17.3% | -39.8% | +57.1% | +22.3% |
| 3Y | -10.9% | -24.8% | +13.9% | -11.6% |
| 5Y | +47.4% | -50.7% | +98.1% | +49.1% |
| All | +47.4% | -50.7% | +98.1% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling