+101.9%
HAS vs BIDU
-51.3%
+153.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.9% |
| 7D | +2.2% | +5.4% | -3.2% | +1.2% |
| 30D | +29.6% | -5.0% | +34.6% | +30.7% |
| 3M | +30.3% | -26.1% | +56.4% | +36.7% |
| 6M | +25.6% | -42.6% | +68.2% | +37.0% |
| YTD | +50.8% | -38.0% | +88.8% | +60.9% |
| 1Y | +63.0% | -35.7% | +98.7% | +72.3% |
| 3Y | +211.6% | -22.9% | +234.5% | +208.5% |
| 5Y | +50.4% | -49.9% | +100.3% | +53.4% |
| 10Y | +101.9% | -52.0% | +153.8% | +58.4% |
| All | +101.9% | -51.3% | +153.2% | +58.4% |
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