+491.6%
EFX vs BIDU
+1,302.3%
-810.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.0% | +3.9% | -2.0% |
| 7D | -7.8% | -2.4% | -5.4% | -7.5% |
| 30D | -5.7% | -15.6% | +9.9% | -3.4% |
| 3M | +2.5% | -22.3% | +24.8% | +6.2% |
| 6M | -16.7% | -22.3% | +5.6% | -14.2% |
| YTD | -20.2% | -29.2% | +9.0% | -17.0% |
| 1Y | -31.4% | -14.8% | -16.6% | -31.4% |
| 3Y | -10.5% | -31.8% | +21.3% | -9.2% |
| 5Y | -35.2% | -43.1% | +7.9% | -35.6% |
| 10Y | +40.2% | -50.6% | +90.8% | +33.4% |
| All | +491.6% | +1,302.3% | -810.7% | +242.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling