+31.7%
USFD vs BIDU
-15.6%
+47.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.0% | +6.0% | -0.9% |
| 7D | -3.3% | -2.4% | -0.9% | -3.3% |
| 30D | -5.3% | -15.6% | +10.3% | -5.4% |
| 3M | +18.8% | -22.3% | +41.1% | +18.6% |
| 6M | +14.3% | -22.3% | +36.5% | +14.0% |
| YTD | +36.9% | -29.2% | +66.0% | +35.8% |
| 1Y | +31.7% | -14.8% | +46.5% | +29.4% |
| All | +31.7% | -15.6% | +47.3% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling