+9.0%
AMZN vs USFD
+32.2%
-23.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | +0.8% | -3.3% | +4.2% | +0.8% |
| 30D | -6.4% | -5.3% | -1.1% | -6.4% |
| 3M | +4.8% | +18.8% | -14.0% | +4.3% |
| 6M | +20.5% | +14.3% | +6.2% | +20.3% |
| YTD | +11.3% | +36.9% | -25.5% | +8.2% |
| 1Y | +9.0% | +31.7% | -22.8% | +3.6% |
| All | +9.0% | +32.2% | -23.2% | +3.6% |
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