+367.0%
USFD vs BIDU
-50.9%
+417.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -0.2% | -0.8% | +0.7% | 0.0% |
| 30D | +12.3% | -5.4% | +17.7% | +13.6% |
| 3M | -0.7% | -24.7% | +24.0% | +5.0% |
| 6M | +31.3% | -45.3% | +76.6% | +47.4% |
| YTD | +45.7% | -39.0% | +84.7% | +57.7% |
| 1Y | +52.1% | -39.6% | +91.7% | +64.6% |
| 3Y | +158.2% | -24.7% | +182.9% | +152.0% |
| 5Y | +213.8% | -52.3% | +266.1% | +222.1% |
| 10Y | +367.0% | -51.1% | +418.1% | +276.6% |
| All | +367.0% | -50.9% | +417.9% | +276.6% |
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