+113.8%
SYY vs BIDU
-48.7%
+162.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.0% |
| 7D | +3.9% | -8.1% | +12.1% | +5.1% |
| 30D | -1.7% | -12.8% | +11.1% | -0.1% |
| 3M | +5.2% | -21.3% | +26.5% | +8.2% |
| 6M | -0.2% | -27.0% | +26.8% | +3.2% |
| YTD | +15.4% | -30.0% | +45.4% | +19.5% |
| 1Y | +5.6% | -18.3% | +23.9% | +6.0% |
| 3Y | +28.9% | -33.8% | +62.7% | +30.8% |
| 5Y | +24.1% | -44.3% | +68.4% | +23.4% |
| All | +113.8% | -48.7% | +162.5% | +70.4% |
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