+189.2%
HAS vs BIDU
-25.8%
+215.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -0.9% |
| 7D | -0.2% | +7.2% | -7.3% | -1.0% |
| 30D | +31.0% | -4.0% | +35.1% | +31.6% |
| 3M | +30.7% | -25.1% | +55.8% | +34.9% |
| 6M | +23.9% | -41.8% | +65.7% | +31.8% |
| YTD | +48.3% | -37.3% | +85.7% | +54.9% |
| 1Y | +60.2% | -35.6% | +95.8% | +66.3% |
| 3Y | +189.2% | -24.5% | +213.7% | +181.9% |
| All | +189.2% | -25.8% | +215.0% | +181.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling