+652.4%
ADI vs USFD
+329.0%
+323.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | +0.4% | -3.0% | +3.4% | +1.4% |
| 30D | -3.8% | +3.5% | -7.3% | -5.0% |
| 3M | -15.3% | +26.6% | -41.8% | -22.0% |
| 6M | +6.7% | +11.7% | -5.0% | +2.2% |
| YTD | +34.8% | +38.1% | -3.4% | +19.6% |
| 1Y | +49.0% | +33.4% | +15.6% | +33.5% |
| 3Y | +108.1% | +155.8% | -47.7% | +51.3% |
| 5Y | +142.4% | +214.0% | -71.6% | +63.4% |
| 10Y | +589.9% | +320.4% | +269.5% | +278.3% |
| All | +652.4% | +329.0% | +323.4% | +309.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling