+165.1%
USFD vs BIDU
-27.7%
+192.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.1% | -4.4% | -0.5% |
| 7D | -3.0% | +2.4% | -5.4% | -3.1% |
| 30D | +3.5% | -10.5% | +14.0% | +3.9% |
| 3M | +26.6% | -26.2% | +52.8% | +27.9% |
| 6M | +11.7% | -16.4% | +28.1% | +12.1% |
| YTD | +38.1% | -23.9% | +62.0% | +38.8% |
| 1Y | +33.4% | +1.3% | +32.1% | +30.8% |
| All | +165.1% | -27.7% | +192.8% | +160.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling