+133.8%
ADI vs USFD
+215.4%
-81.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | +9.5% | +1.7% | +7.8% | +8.8% |
| 30D | -1.4% | +10.2% | -11.5% | -5.7% |
| 3M | +4.7% | -1.5% | +6.2% | +4.9% |
| 6M | -7.4% | +27.3% | -34.8% | -18.3% |
| YTD | +48.1% | +44.0% | +4.1% | +21.0% |
| 1Y | +69.6% | +50.4% | +19.3% | +35.3% |
| 3Y | +144.4% | +153.6% | -9.2% | +49.9% |
| All | +133.8% | +215.4% | -81.7% | +27.1% |
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