+233.4%
EQX vs BIDU
-42.0%
+275.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.6% | -3.5% | -4.8% |
| 7D | -7.0% | -5.2% | -1.8% | -6.1% |
| 30D | +4.8% | -14.5% | +19.3% | +7.9% |
| 3M | +25.6% | -22.9% | +48.5% | +31.5% |
| 6M | -25.8% | -27.8% | +2.0% | -21.3% |
| YTD | -12.7% | -30.7% | +17.9% | -7.3% |
| 1Y | +14.1% | -15.8% | +29.9% | +15.8% |
| 3Y | +165.7% | -33.2% | +199.0% | +174.5% |
| 5Y | +81.2% | -44.8% | +126.0% | +83.7% |
| All | +233.4% | -42.0% | +275.4% | +225.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling