+335.4%
SYY vs BIDU
+1,294.4%
-959.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +2.2% |
| 7D | -0.2% | -2.4% | +2.2% | 0.0% |
| 30D | -2.7% | -16.0% | +13.2% | -0.9% |
| 3M | +5.9% | -24.0% | +29.9% | +9.0% |
| 6M | -2.3% | -24.9% | +22.5% | +0.2% |
| YTD | +13.1% | -29.6% | +42.7% | +16.5% |
| 1Y | +3.8% | -15.2% | +18.9% | +3.8% |
| 3Y | +26.7% | -32.2% | +58.9% | +27.9% |
| 5Y | +19.4% | -43.8% | +63.2% | +18.6% |
| 10Y | +112.0% | -49.5% | +161.4% | +102.4% |
| All | +335.4% | +1,294.4% | -959.0% | +195.1% |
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