+88.3%
AMZN vs USFD
+156.9%
-68.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -3.0% | -3.0% | 0.0% | -2.1% |
| 30D | -5.2% | +3.5% | -8.7% | -6.2% |
| 3M | +1.9% | +26.6% | -24.7% | -6.0% |
| 6M | +19.2% | +11.7% | +7.5% | +14.6% |
| YTD | +12.0% | +38.1% | -26.1% | -2.6% |
| 1Y | +9.7% | +33.4% | -23.7% | -3.4% |
| All | +88.3% | +156.9% | -68.6% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling