+40.0%
HLT vs BIDU
-36.5%
+76.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.8% |
| 7D | +3.6% | +1.1% | +2.5% | +3.5% |
| 30D | +14.6% | -8.7% | +23.3% | +15.1% |
| 3M | +13.9% | -28.5% | +42.4% | +15.8% |
| 6M | +18.3% | -37.0% | +55.3% | +20.6% |
| YTD | +28.9% | -39.2% | +68.0% | +30.7% |
| 1Y | +40.0% | -35.6% | +75.6% | +41.9% |
| All | +40.0% | -36.5% | +76.5% | +41.9% |
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