+213.4%
HAS vs BIDU
-27.4%
+240.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -0.8% |
| 7D | +1.4% | -4.6% | +5.9% | +1.9% |
| 30D | +26.3% | -4.5% | +30.8% | +26.9% |
| 3M | +25.6% | -25.4% | +51.0% | +29.8% |
| 6M | +30.3% | -48.1% | +78.3% | +40.6% |
| YTD | +50.4% | -40.2% | +90.6% | +57.8% |
| 1Y | +57.7% | -35.2% | +93.0% | +63.4% |
| 3Y | +213.4% | -27.1% | +240.5% | +207.2% |
| All | +213.4% | -27.4% | +240.8% | +207.2% |
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