+329.7%
USFD vs BIDU
-51.1%
+380.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.0% | +6.0% | +0.5% |
| 7D | -3.3% | -2.4% | -0.9% | -2.9% |
| 30D | -5.3% | -15.6% | +10.3% | -2.2% |
| 3M | +18.8% | -22.3% | +41.1% | +24.4% |
| 6M | +14.3% | -22.3% | +36.5% | +18.5% |
| YTD | +36.9% | -29.2% | +66.0% | +43.8% |
| 1Y | +31.7% | -14.8% | +46.5% | +30.7% |
| 3Y | +164.5% | -31.8% | +196.3% | +167.1% |
| 5Y | +212.6% | -43.1% | +255.7% | +206.9% |
| 10Y | +329.7% | -50.6% | +380.4% | +241.6% |
| All | +329.7% | -51.1% | +380.8% | +241.6% |
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