+99.3%
HLT vs BIDU
-34.3%
+133.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -1.6% | -8.1% | +6.5% | -1.0% |
| 30D | -5.0% | -12.8% | +7.8% | -4.2% |
| 3M | -10.4% | -21.3% | +10.9% | -9.0% |
| 6M | +3.2% | -27.0% | +30.2% | +5.1% |
| YTD | +6.7% | -30.0% | +36.8% | +8.7% |
| 1Y | +10.3% | -18.3% | +28.5% | +10.1% |
| 3Y | +99.3% | -33.8% | +133.2% | +104.8% |
| All | +99.3% | -34.3% | +133.7% | +104.8% |
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