+22.7%
SYY vs BIDU
-45.6%
+68.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.0% |
| 7D | +1.5% | -5.2% | +6.7% | +1.9% |
| 30D | -2.3% | -14.5% | +12.2% | -1.2% |
| 3M | +5.5% | -22.9% | +28.4% | +7.6% |
| 6M | -1.0% | -27.8% | +26.9% | +1.2% |
| YTD | +14.1% | -30.7% | +44.8% | +16.7% |
| 1Y | +5.6% | -15.8% | +21.4% | +5.3% |
| 3Y | +27.9% | -33.2% | +61.1% | +28.9% |
| 5Y | +22.7% | -44.8% | +67.5% | +22.8% |
| All | +22.7% | -45.6% | +68.3% | +22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling