+996.8%
ATI vs USFD
+369.2%
+627.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +1.3% | +8.4% | -7.1% | -3.1% |
| 30D | -4.8% | +12.7% | -17.5% | -11.1% |
| 3M | -19.9% | +1.1% | -21.0% | -21.0% |
| 6M | +15.4% | +30.2% | -14.8% | -1.4% |
| YTD | +59.2% | +45.8% | +13.4% | +26.4% |
| 1Y | +86.3% | +51.9% | +34.3% | +44.4% |
| 3Y | +318.2% | +158.5% | +159.7% | +142.8% |
| 5Y | +958.6% | +208.0% | +750.6% | +437.9% |
| 10Y | +996.8% | +376.6% | +620.2% | +309.9% |
| All | +996.8% | +369.2% | +627.5% | +309.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling