+88.4%
ATI vs USFD
+49.7%
+38.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.1% | +4.4% |
| 7D | +6.0% | +3.9% | +2.1% | +5.1% |
| 30D | -3.6% | +12.8% | -16.5% | -6.4% |
| 3M | -18.9% | +1.0% | -19.8% | -19.1% |
| 6M | +16.7% | +30.3% | -13.6% | +7.4% |
| YTD | +61.1% | +46.0% | +15.1% | +41.4% |
| All | +88.4% | +49.7% | +38.7% | +63.2% |
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