+299.6%
ASX vs USFD
+159.7%
+139.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.8% | -18.0% | -20.0% |
| 7D | -33.3% | +3.9% | -37.2% | -33.9% |
| 30D | -36.5% | +10.7% | -47.2% | -38.4% |
| 3M | -19.2% | +6.3% | -25.5% | -20.8% |
| 6M | -10.2% | +16.2% | -26.5% | -15.4% |
| YTD | +86.5% | +41.9% | +44.6% | +59.9% |
| 1Y | +89.6% | +44.2% | +45.4% | +61.0% |
| All | +299.6% | +159.7% | +139.9% | +162.1% |
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