-64.1%
ADBE vs USFD
+188.3%
-252.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -4.4% | +3.0% | -7.3% | -5.5% |
| 30D | +2.8% | +11.1% | -8.3% | -1.1% |
| 3M | -8.0% | -0.3% | -7.8% | -8.3% |
| 6M | -4.3% | +15.9% | -20.2% | -10.1% |
| YTD | -31.6% | +41.6% | -73.2% | -41.9% |
| 1Y | -26.9% | +49.4% | -76.3% | -39.6% |
| 3Y | -57.7% | +157.8% | -215.5% | -73.3% |
| All | -64.1% | +188.3% | -252.4% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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