+48.9%
HAS vs BIDU
-27.7%
+76.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.1% | -4.6% | -1.0% |
| 7D | -1.8% | +2.4% | -4.2% | -2.1% |
| 30D | +2.3% | -10.5% | +12.7% | +3.5% |
| 3M | +10.4% | -26.2% | +36.6% | +14.4% |
| 6M | -3.2% | -16.4% | +13.2% | -1.9% |
| YTD | +15.4% | -23.9% | +39.3% | +17.9% |
| 1Y | +18.8% | +1.3% | +17.5% | +14.9% |
| All | +48.9% | -27.7% | +76.6% | +42.5% |
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