+12.6%
HAS vs BIDU
-44.5%
+57.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.0% | +4.6% | -1.4% |
| 7D | -3.1% | -2.4% | -0.7% | -2.8% |
| 30D | -2.7% | -15.6% | +12.9% | -0.5% |
| 3M | +8.9% | -22.3% | +31.2% | +12.6% |
| 6M | -2.9% | -22.3% | +19.3% | -0.3% |
| YTD | +12.6% | -29.2% | +41.8% | +16.9% |
| 1Y | +17.5% | -14.8% | +32.3% | +17.4% |
| 3Y | +46.2% | -31.8% | +78.0% | +47.8% |
| 5Y | +12.6% | -43.1% | +55.7% | +10.7% |
| All | +12.6% | -44.5% | +57.0% | +10.7% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling