+133.9%
HL vs BIDU
+1.5%
+132.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.1% | -6.6% | -4.1% |
| 7D | +1.5% | +2.4% | -0.9% | +0.5% |
| 30D | +25.1% | -10.5% | +35.5% | +30.0% |
| 3M | +22.9% | -26.2% | +49.1% | +38.4% |
| 6M | -4.9% | -16.4% | +11.5% | +2.9% |
| YTD | +7.8% | -23.9% | +31.7% | +21.1% |
| 1Y | +133.9% | +1.3% | +132.6% | +165.7% |
| All | +133.9% | +1.5% | +132.4% | +165.7% |
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