+209.1%
INTU vs BIDU
-49.1%
+258.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | -9.2% | -5.2% | -3.9% | -8.2% |
| 30D | -7.0% | -14.5% | +7.5% | -4.4% |
| 3M | +10.5% | -22.9% | +33.4% | +15.7% |
| 6M | -30.6% | -27.8% | -2.8% | -26.9% |
| YTD | -52.3% | -30.7% | -21.7% | -49.9% |
| 1Y | -51.8% | -15.8% | -36.0% | -52.1% |
| 3Y | -41.8% | -33.2% | -8.6% | -41.0% |
| 5Y | -42.8% | -44.8% | +2.0% | -42.8% |
| All | +209.1% | -49.1% | +258.2% | +181.5% |
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