+371.2%
USFD vs BIDU
-51.3%
+422.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.3% |
| 7D | +3.9% | +5.4% | -1.5% | +2.8% |
| 30D | +12.8% | -5.0% | +17.9% | +14.0% |
| 3M | +1.0% | -26.1% | +27.1% | +7.2% |
| 6M | +30.3% | -42.6% | +72.8% | +44.7% |
| YTD | +46.0% | -38.0% | +83.9% | +57.5% |
| 1Y | +49.6% | -35.7% | +85.3% | +59.5% |
| 3Y | +166.3% | -22.9% | +189.2% | +158.4% |
| 5Y | +208.4% | -49.9% | +258.3% | +211.8% |
| 10Y | +371.2% | -52.0% | +423.2% | +282.0% |
| All | +371.2% | -51.3% | +422.6% | +282.0% |
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