+138.4%
HLT vs BIDU
-44.1%
+182.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -1.6% | -8.1% | +6.5% | -0.5% |
| 30D | -5.0% | -12.8% | +7.8% | -3.5% |
| 3M | -10.4% | -21.3% | +10.9% | -7.8% |
| 6M | +3.2% | -27.0% | +30.2% | +6.7% |
| YTD | +6.7% | -30.0% | +36.8% | +10.6% |
| 1Y | +10.3% | -18.3% | +28.5% | +10.6% |
| 3Y | +99.3% | -33.8% | +133.2% | +102.7% |
| All | +138.4% | -44.1% | +182.5% | +133.2% |
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