+22.8%
APD vs USFD
+49.7%
-27.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.0% | +1.6% |
| 7D | -1.6% | +3.9% | -5.5% | -2.1% |
| 30D | +10.6% | +12.8% | -2.2% | +9.0% |
| 3M | +2.5% | +1.0% | +1.5% | +2.2% |
| 6M | +6.0% | +30.3% | -24.3% | +3.0% |
| YTD | +28.4% | +46.0% | -17.5% | +23.6% |
| All | +22.8% | +49.7% | -27.0% | +17.4% |
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