+228.7%
HL vs BIDU
-44.1%
+272.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.5% |
| 7D | -4.4% | -8.1% | +3.8% | -1.9% |
| 30D | +9.3% | -12.8% | +22.1% | +13.7% |
| 3M | +32.0% | -21.3% | +53.3% | +40.8% |
| 6M | -6.4% | -27.0% | +20.5% | +2.5% |
| YTD | +3.1% | -30.0% | +33.2% | +14.1% |
| 1Y | +77.6% | -18.3% | +95.8% | +85.8% |
| 3Y | +392.8% | -33.8% | +426.7% | +425.7% |
| All | +228.7% | -44.1% | +272.7% | +251.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling