+1,538.9%
INTU vs BIDU
+1,083.9%
+455.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.3% |
| 7D | +0.1% | -4.6% | +4.6% | +0.9% |
| 30D | +10.1% | -4.5% | +14.6% | +10.9% |
| 3M | -4.2% | -25.4% | +21.2% | +0.4% |
| 6M | -7.2% | -48.1% | +40.8% | +3.1% |
| YTD | -47.7% | -40.2% | -7.5% | -44.0% |
| 1Y | -46.7% | -35.2% | -11.5% | -43.9% |
| 3Y | -34.1% | -27.1% | -7.0% | -34.4% |
| 5Y | -43.3% | -54.2% | +10.9% | -41.1% |
| 10Y | +232.6% | -52.0% | +284.6% | +224.9% |
| All | +1,538.9% | +1,083.9% | +455.0% | +1,041.7% |
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