+23.5%
APD vs USFD
+49.2%
-25.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +3.8% | +1.7% | +2.2% | +3.6% |
| 30D | +8.2% | +10.2% | -2.0% | +6.9% |
| 3M | +4.3% | -1.5% | +5.8% | +4.3% |
| 6M | +4.7% | +27.3% | -22.7% | +1.9% |
| YTD | +31.5% | +44.0% | -12.4% | +26.4% |
| 1Y | +23.5% | +50.4% | -26.8% | +17.4% |
| All | +23.5% | +49.2% | -25.7% | +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