-44.4%
APTV vs USFD
+32.2%
-76.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.5% |
| 7D | +2.0% | -3.3% | +5.3% | +2.6% |
| 30D | -7.7% | -5.3% | -2.4% | -6.8% |
| 3M | -34.0% | +18.8% | -52.8% | -36.4% |
| 6M | -37.1% | +14.3% | -51.4% | -38.9% |
| YTD | -39.9% | +36.9% | -76.8% | -44.6% |
| 1Y | -44.4% | +31.7% | -76.1% | -48.7% |
| All | -44.4% | +32.2% | -76.6% | -48.7% |
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