-6.4%
AMT vs USFD
+34.2%
-40.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -0.2% | -3.0% | +2.8% | +0.4% |
| 30D | +4.6% | +3.5% | +1.1% | +3.9% |
| 3M | -8.4% | +26.6% | -35.0% | -12.6% |
| 6M | -6.0% | +11.7% | -17.7% | -7.7% |
| YTD | +2.1% | +38.1% | -36.0% | -3.7% |
| 1Y | -6.4% | +33.4% | -39.8% | -11.1% |
| All | -6.4% | +34.2% | -40.6% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling