+8.8%
HIG vs BIDU
-36.5%
+45.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.8% |
| 7D | +3.8% | +1.1% | +2.8% | +3.9% |
| 30D | +8.1% | -8.7% | +16.8% | +7.3% |
| 3M | -4.1% | -28.5% | +24.4% | -6.7% |
| 6M | +3.1% | -37.0% | +40.2% | -0.7% |
| YTD | +0.8% | -39.2% | +40.0% | -3.1% |
| 1Y | +8.8% | -35.6% | +44.4% | +5.4% |
| All | +8.8% | -36.5% | +45.3% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling