+16.3%
AMCR vs USFD
+165.3%
-149.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-07 to 2026-09-07.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.9% | -3.0% | +1.1% | -1.0% |
| 30D | -4.1% | +3.5% | -7.6% | -5.1% |
| 3M | +21.7% | +26.6% | -4.9% | +13.8% |
| 6M | +1.5% | +11.7% | -10.2% | -1.9% |
| YTD | +13.1% | +38.1% | -25.0% | +2.6% |
| 1Y | +16.5% | +33.4% | -16.9% | +6.6% |
| All | +16.3% | +165.3% | -149.0% | -19.8% |
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 2023-09-07 to 2026-09-07: 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…
2023-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling