+56.8%
HAL vs BIDU
+1,108.5%
-1,051.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.2% |
| 3M | -2.1% | -24.7% | +22.6% | +4.2% |
| 6M | -17.5% | -45.3% | +27.8% | -5.8% |
| YTD | +18.1% | -39.0% | +57.1% | +29.5% |
| 1Y | +19.7% | -39.6% | +59.3% | +31.1% |
| 3Y | -7.9% | -24.7% | +16.8% | -8.9% |
| 5Y | +53.1% | -52.3% | +105.4% | +55.5% |
| 10Y | -16.8% | -51.1% | +34.3% | -22.7% |
| All | +56.8% | +1,108.5% | -1,051.7% | -23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling