+10.2%
EIX vs BIDU
-23.6%
+33.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.1% |
| 7D | +1.0% | +3.6% | -2.6% | +0.9% |
| 30D | +8.9% | -6.6% | +15.4% | +8.9% |
| 3M | -9.8% | -27.2% | +17.4% | -9.5% |
| 6M | -10.2% | -43.5% | +33.3% | -9.4% |
| YTD | +5.9% | -39.0% | +44.9% | +6.4% |
| 1Y | +10.9% | -39.8% | +50.7% | +11.3% |
| 3Y | +10.2% | -24.8% | +35.0% | +6.8% |
| All | +10.2% | -23.6% | +33.8% | +6.8% |
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