-66.0%
BIDU vs EQH
+234.7%
-300.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.4% |
| 7D | -8.1% | +0.7% | -8.8% | -8.3% |
| 30D | -12.8% | +2.8% | -15.7% | -13.8% |
| 3M | -21.3% | +23.1% | -44.4% | -27.4% |
| 6M | -27.0% | +41.4% | -68.4% | -36.4% |
| YTD | -30.0% | +14.3% | -44.3% | -34.4% |
| 1Y | -18.3% | +1.6% | -19.9% | -20.3% |
| 3Y | -33.8% | +102.7% | -136.5% | -52.1% |
| 5Y | -44.3% | +104.5% | -148.8% | -60.0% |
| All | -66.0% | +234.7% | -300.7% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling