-59.7%
ADBE vs USFD
+215.8%
-275.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.4% | -6.6% |
| 7D | -8.6% | -3.0% | -5.6% | -7.6% |
| 30D | +2.8% | +3.5% | -0.8% | +1.4% |
| 3M | +3.1% | +26.6% | -23.4% | -5.3% |
| 6M | -2.4% | +11.7% | -14.1% | -6.9% |
| YTD | -23.9% | +38.1% | -62.0% | -34.0% |
| 1Y | -22.6% | +33.4% | -56.0% | -32.1% |
| 3Y | -52.7% | +155.8% | -208.5% | -69.1% |
| All | -59.7% | +215.8% | -275.6% | -76.4% |
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