+235.2%
INTU vs BIDU
-51.7%
+286.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +1.9% | -0.2% |
| 7D | -4.1% | -2.3% | -1.8% | -3.7% |
| 30D | +12.8% | -7.3% | +20.1% | +14.5% |
| 3M | +2.1% | -26.0% | +28.1% | +8.0% |
| 6M | -11.5% | -44.5% | +33.1% | -1.3% |
| YTD | -47.9% | -40.6% | -7.3% | -43.6% |
| 1Y | -47.7% | -39.8% | -7.9% | -43.7% |
| 3Y | -34.0% | -26.7% | -7.2% | -35.2% |
| 5Y | -43.5% | -54.5% | +11.0% | -40.9% |
| All | +235.2% | -51.7% | +286.9% | +211.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling