+92.6%
HAS vs BIDU
-51.3%
+143.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -0.9% |
| 7D | +1.4% | -4.6% | +5.9% | +2.2% |
| 30D | +26.3% | -4.5% | +30.8% | +27.2% |
| 3M | +25.6% | -25.4% | +51.0% | +31.6% |
| 6M | +30.3% | -48.1% | +78.3% | +44.7% |
| YTD | +50.4% | -40.2% | +90.6% | +61.4% |
| 1Y | +57.7% | -35.2% | +93.0% | +66.5% |
| 3Y | +213.4% | -27.1% | +240.5% | +213.4% |
| 5Y | +49.1% | -54.2% | +103.3% | +54.8% |
| All | +92.6% | -51.3% | +143.9% | +47.9% |
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 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