+85.6%
AMZN vs USFD
+159.2%
-73.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | +7.9% | +3.0% | +4.9% | +6.9% |
| 30D | -0.2% | +11.1% | -11.3% | -3.3% |
| 3M | -4.8% | -0.3% | -4.5% | -4.9% |
| 6M | -5.7% | +15.9% | -21.6% | -10.5% |
| YTD | +12.3% | +41.6% | -29.3% | -3.5% |
| 1Y | +6.7% | +49.4% | -42.7% | -10.9% |
| 3Y | +85.6% | +157.8% | -72.3% | +21.8% |
| All | +85.6% | +159.2% | -73.7% | +21.8% |
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 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