-40.7%
INTU vs BIDU
-32.1%
-8.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.0% | +2.8% | -3.8% |
| 7D | -7.5% | -2.4% | -5.1% | -7.4% |
| 30D | -1.9% | -15.6% | +13.7% | -1.2% |
| 3M | +4.9% | -22.3% | +27.1% | +6.1% |
| 6M | -33.2% | -22.3% | -11.0% | -32.7% |
| YTD | -51.4% | -29.2% | -22.2% | -50.8% |
| 1Y | -52.0% | -14.8% | -37.2% | -52.6% |
| 3Y | -40.7% | -31.8% | -8.9% | -38.5% |
| All | -40.7% | -32.1% | -8.6% | -38.5% |
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 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