+214.3%
USFD vs BIDU
-54.4%
+268.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +1.7% | -4.6% | +6.2% | +2.3% |
| 30D | +10.2% | -4.5% | +14.7% | +10.8% |
| 3M | -1.5% | -25.4% | +23.9% | +2.2% |
| 6M | +27.3% | -48.1% | +75.4% | +38.4% |
| YTD | +44.0% | -40.2% | +84.2% | +51.9% |
| 1Y | +50.4% | -35.2% | +85.6% | +56.4% |
| 3Y | +153.6% | -27.1% | +180.7% | +150.0% |
| All | +214.3% | -54.4% | +268.7% | +234.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling